Wealth Effects’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,880
| Closed | -$216K | – | 195 |
|
|
2022
Q3 | $216K | Sell |
2,880
-1,970
| -41% | -$148K | 0.13% | 153 |
|
|
2022
Q2 | $442K | Sell |
4,850
-300
| -6% | -$27.3K | 0.27% | 89 |
|
|
2022
Q1 | $569K | Sell |
5,150
-496
| -9% | -$54.8K | 0.27% | 77 |
|
|
2021
Q4 | $775K | Buy |
+5,646
| New | +$775K | 0.32% | 65 |
|