TD Private Client Wealth’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212 | Buy |
+8
| New | +$212 | ﹤0.01% | 1371 |
|
|
2023
Q3 | – | Sell |
-7
| Closed | -$577 | – | 1238 |
|
|
2023
Q2 | $577 | Hold |
7
| – | – | ﹤0.01% | 1237 |
|
|
2023
Q1 | $506 | Hold |
7
| – | – | ﹤0.01% | 1219 |
|
|
2022
Q4 | $475 | Buy |
+7
| New | +$475 | ﹤0.01% | 1180 |
|
|
2021
Q1 | – | Sell |
-10
| Closed | -$1.74K | – | 1182 |
|
|
2020
Q4 | $1.74K | Buy |
+10
| New | +$1.74K | ﹤0.01% | 970 |
|