Wealthspire Advisors (New York)’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	-2,544	Closed	-$398K	–	483
2021 Q1	$398K	Buy	2,544 +90	+4%	+$14.1K	0.01%	462
2020 Q4	$428K	Hold	2,454	–	–	0.01%	335
2020 Q3	$318K	Hold	2,454	–	–	0.02%	231
2020 Q2	$272K	Buy	+2,454	New	+$272K	0.02%	219