Transcend Capital Advisors’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,835
| Closed | -$459K | – | 539 |
|
|
2023
Q4 | $459K | Hold |
5,835
| – | – | 0.04% | 320 |
|
|
2023
Q3 | $375K | Hold |
5,835
| – | – | 0.04% | 334 |
|
|
2023
Q2 | $481K | Sell |
5,835
-4
| -0.1% | -$330 | 0.05% | 302 |
|
|
2023
Q1 | $422K | Hold |
5,839
| – | – | 0.04% | 309 |
|
|
2022
Q4 | $396K | Buy |
+5,839
| New | +$396K | 0.04% | 317 |
|