IEQ Capital’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-13,512
| Closed | -$977K | – | 926 |
|
|
2023
Q1 | $977K | Buy |
13,512
+467
| +4% | +$33.8K | 0.02% | 392 |
|
|
2022
Q4 | $885K | Buy |
+13,045
| New | +$885K | 0.02% | 390 |
|
|
2021
Q4 | – | Sell |
-1,372
| Closed | -$220K | – | 735 |
|
|
2021
Q3 | $220K | Buy |
+1,372
| New | +$220K | 0.01% | 653 |
|