Wealthcare Advisory Partners’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-250
| Closed | -$39K | – | 986 |
|
|
2021
Q1 | $39K | Buy |
+250
| New | +$39K | ﹤0.01% | 957 |
|
|
2020
Q2 | – | Sell |
-145
| Closed | -$11K | – | 675 |
|
|
2020
Q1 | $11K | Sell |
145
-100
| -41% | -$7.59K | ﹤0.01% | 898 |
|
|
2019
Q4 | $16K | Hold |
245
| – | – | ﹤0.01% | 824 |
|
|
2019
Q3 | $13K | Buy |
245
+45
| +23% | +$2.39K | ﹤0.01% | 864 |
|
|
2019
Q2 | $10K | Hold |
200
| – | – | ﹤0.01% | 898 |
|
|
2019
Q1 | $11K | Buy |
+200
| New | +$11K | ﹤0.01% | 789 |
|