Teca Partners’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-108,240
| Closed | -$6.72M | – | 13 |
|
2024
Q1 | $6.72M | Buy |
108,240
+9,681
| +10% | +$601K | 4.27% | 13 |
|
2023
Q4 | $7.76M | Buy |
98,559
+32,837
| +50% | +$2.58M | 5.51% | 9 |
|
2023
Q3 | $4.23M | Hold |
65,722
| – | – | 3.59% | 14 |
|
2023
Q2 | $5.42M | Hold |
65,722
| – | – | 5.55% | 9 |
|
2023
Q1 | $4.75M | Sell |
65,722
-36,878
| -36% | -$2.67M | 5.72% | 8 |
|
2022
Q4 | $6.96M | Sell |
102,600
-4,674
| -4% | -$317K | 9.89% | 4 |
|
2022
Q3 | $8.04M | Buy |
107,274
+1,825
| +2% | +$137K | 13.58% | 2 |
|
2022
Q2 | $9.61M | Hold |
105,449
| – | – | 14.47% | 2 |
|
2022
Q1 | $11.6M | Buy |
+105,449
| New | +$11.6M | 12.69% | 2 |
|