1834 Investment Advisors’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-50
| Closed | -$9K | – | 482 |
|
|
2021
Q3 | $9K | Hold |
50
| – | – | ﹤0.01% | 405 |
|
|
2021
Q2 | $10K | Hold |
50
| – | – | ﹤0.01% | 418 |
|
|
2021
Q1 | $10K | Buy |
+50
| New | +$10K | ﹤0.01% | 385 |
|
|
2020
Q3 | – | Sell |
-29
| Closed | -$3K | – | 433 |
|
|
2020
Q2 | $3K | Buy |
+29
| New | +$3K | ﹤0.01% | 404 |
|