Stiles Financial Services’s FIVE9 FIVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-2,390
Closed -$218K 172
2022
Q2
$218K Sell
2,390
-125
-5% -$11.4K 0.13% 151
2022
Q1
$278K Hold
2,515
0.14% 140
2021
Q4
$345K Buy
+2,515
New +$345K 0.17% 129