Spire Wealth Management’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 |
-29
| Closed | -$1.28K | – | 2205 |
|
|
2024
Q2 | $1.28K | Sell |
29
-9
| -24% | -$397 | ﹤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% | 2112 |
|
|
2023
Q1 | $2.75K | Hold |
38
| – | – | ﹤0.01% | 2186 |
|
|
2022
Q4 | $3K | Hold |
38
| – | – | ﹤0.01% | 1960 |
|
|
2022
Q3 | $3K | Sell |
38
-1
| -3% | -$79 | ﹤0.01% | 1860 |
|
|
2022
Q2 | $4K | Hold |
39
| – | – | ﹤0.01% | 2187 |
|
|
2022
Q1 | $4K | Hold |
39
| – | – | ﹤0.01% | 2281 |
|
|
2021
Q4 | $5K | Buy |
39
+23
| +144% | +$2.95K | ﹤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 | +$3K | ﹤0.01% | 2747 |
|