Wealthspire Advisors (Maryland)’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $318K | Buy |
+2,454
| New | +$318K | 0.01% | 334 |
|
|
2019
Q2 | – | Sell |
-185
| Closed | -$10K | – | 1010 |
|
|
2019
Q1 | $10K | Hold |
185
| – | – | ﹤0.01% | 1531 |
|
|
2018
Q4 | $8K | Buy |
+185
| New | +$8K | ﹤0.01% | 1547 |
|
|
2018
Q3 | – | Sell |
-10
| Closed | – | – | 2417 |
|
|
2018
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 2478 |
|
|
2018
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 2536 |
|
|
2017
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 2485 |
|
|
2017
Q3 | – | Sell |
-200
| Closed | -$4K | – | 2320 |
|
|
2017
Q2 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 1819 |
|