SVB Wealth’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,689
| Closed | -$590K | – | 1038 |
|
|
2022
Q4 | $590K | Buy |
8,689
+3,088
| +55% | +$210K | 0.01% | 518 |
|
|
2022
Q3 | $420K | Buy |
+5,601
| New | +$420K | 0.01% | 570 |
|
|
2021
Q2 | – | Sell |
-2,007
| Closed | -$314K | – | 1002 |
|
|
2021
Q1 | $314K | Buy |
+2,007
| New | +$314K | ﹤0.01% | 668 |
|