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Surevest’s FIVE9 FIVN Stock Holding History

Surevest’s Portfolio FIVN Stock Details FIVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-50
Closed -$6K – 569
2022
Q1 		$6K Hold
50
– – ﹤0.01% 299
2021
Q4 		$7K Buy
+50
New +$7K ﹤0.01% 297