Valley National Advisers’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	-30	Closed	-$2K	–	1231
2023 Q4	$2K	Buy	30 +20	+200%	+$1.33K	﹤0.01%	936
2023 Q3	$1K	Buy	+10	New	+$1K	﹤0.01%	929