YorkBridge Wealth Partners’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-179
| Closed | -$9K | – | 343 |
|
|
2019
Q2 | $9K | Sell |
179
-54
| -23% | -$2.72K | ﹤0.01% | 582 |
|
|
2019
Q1 | $12K | Sell |
233
-285
| -55% | -$14.7K | 0.01% | 545 |
|
|
2018
Q4 | $23K | Hold |
518
| – | – | 0.01% | 427 |
|
|
2018
Q3 | $22K | Sell |
518
-259
| -33% | -$11K | 0.01% | 500 |
|
|
2018
Q2 | $27K | Buy |
+777
| New | +$27K | 0.01% | 452 |
|