Fortaleza Asset Management’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $150K | Sell |
4,340
-1,955
| -31% | -$67.6K | 1.22% | 28 |
|
|
2018
Q1 | $188K | Hold |
6,295
| – | – | 1.14% | 41 |
|
|
2017
Q4 | $157K | Buy |
+6,295
| New | +$157K | 0.99% | 56 |
|
|
2016
Q4 | – | Sell |
-7,610
| Closed | -$119K | – | 198 |
|
|
2016
Q3 | $119K | Hold |
7,610
| – | – | 0.17% | 114 |
|
|
2016
Q2 | $91K | Sell |
7,610
-15,370
| -67% | -$184K | 0.07% | 124 |
|
|
2016
Q1 | $204K | Buy |
+22,980
| New | +$204K | 0.13% | 88 |
|