SWM
FIVN icon

Spire Wealth Management’s FIVE9 FIVN Stock Holding History

Spire Wealth Management’s Portfolio FIVN Stock Details FIVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-29
Closed -$1.28K – 2205
2024
Q2 		$1.28K Sell
29
-9
-24% -$468 ﹤0.01% 2083
2024
Q1 		$2.36K Hold
38
– – ﹤0.01% 2057
2023
Q4 		$2.93K Hold
38
– – ﹤0.01% 2071
2023
Q3 		$2.44K Hold
38
– – ﹤0.01% 2092
2023
Q2 		$3.13K Hold
38
– – ﹤0.01% 2113
2023
Q1 		$2.75K Hold
38
– – ﹤0.01% 2187
2022
Q4 		$3K Hold
38
– – ﹤0.01% 1960
2022
Q3 		$3K Sell
38
-1
-3% -$97 ﹤0.01% 1861
2022
Q2 		$4K Hold
39
– – ﹤0.01% 2188
2022
Q1 		$4K Hold
39
– – ﹤0.01% 2281
2021
Q4 		$5K Buy
39
+23
+144% +$3.4K ﹤0.01% 2561
2021
Q3 		$3K Hold
16
– – ﹤0.01% 2387
2021
Q2 		$3K Hold
16
– – ﹤0.01% 2412
2021
Q1 		$3K Buy
+16
New +$2.73K ﹤0.01% 2747

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SC
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VBA
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AC
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