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WealthPLAN Partners’s FIVE9 FIVN Stock Holding History

WealthPLAN Partners’s Portfolio FIVN Stock Details FIVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-25
Closed -$1.81K – 1310
2023
Q1 		$1.81K Buy
+25
New +$1.81K ﹤0.01% 1145