PWA
Phoenix Wealth Advisors’s FIVE9 FIVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-336
| Closed | -$54K | – | 204 |
|
|
2021
Q3 | $54K | Sell |
336
-3,904
| -92% | -$627K | 0.04% | 186 |
|
|
2021
Q2 | $816K | Buy |
4,240
+3,965
| +1,442% | +$763K | 0.59% | 50 |
|
|
2021
Q1 | $45K | Hold |
275
| – | – | 0.04% | 196 |
|
|
2020
Q4 | $48K | Buy |
+275
| New | +$48K | 0.04% | 188 |
|