Pathstone Holdings’s FIVE9 FIVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-5,119
Closed -$226K 2333
2024
Q2
$226K Sell
5,119
-1,442
-22% -$63.6K ﹤0.01% 2087
2024
Q1
$407K Buy
6,561
+2,354
+56% +$146K ﹤0.01% 1773
2023
Q4
$331K Buy
+4,207
New +$331K ﹤0.01% 1751