180 Wealth Advisors’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,486
| Closed | -$281K | – | 372 |
|
|
2022
Q2 | $281K | Buy |
2,486
+281
| +13% | +$31.8K | 0.07% | 272 |
|
|
2022
Q1 | $402K | Buy |
2,205
+67
| +3% | +$12.2K | 0.09% | 219 |
|
|
2021
Q4 | $340K | Buy |
2,138
+340
| +19% | +$54.1K | 0.08% | 247 |
|
|
2021
Q3 | $342K | Buy |
+1,798
| New | +$342K | 0.08% | 261 |
|