Intellectus Partners’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-4,991
| Closed | -$218K | – | 433 |
|
|
2018
Q4 | $218K | Hold |
4,991
| – | – | 0.15% | 113 |
|
|
2018
Q3 | $218K | Hold |
4,991
| – | – | 0.08% | 222 |
|
|
2018
Q2 | $173K | Sell |
4,991
-4,990
| -50% | -$173K | 0.06% | 231 |
|
|
2018
Q1 | $297K | Hold |
9,981
| – | – | 0.1% | 196 |
|
|
2017
Q4 | $248K | Sell |
9,981
-9,980
| -50% | -$248K | 0.09% | 197 |
|
|
2017
Q3 | $477K | Hold |
19,961
| – | – | 0.2% | 123 |
|
|
2017
Q2 | $430K | Hold |
19,961
| – | – | 0.19% | 126 |
|
|
2017
Q1 | $329K | Hold |
19,961
| – | – | 0.17% | 138 |
|
|
2016
Q4 | $283K | Buy |
+19,961
| New | +$283K | 0.15% | 144 |
|