Archford Capital Strategies’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-55
| Closed | -$5K | – | 581 |
|
|
2018
Q2 | $5K | Hold |
55
| – | – | ﹤0.01% | 467 |
|
|
2018
Q1 | $4K | Buy |
+55
| New | +$4K | ﹤0.01% | 414 |
|
|
2017
Q2 | – | Sell |
-77
| Closed | -$3K | – | 340 |
|
|
2017
Q1 | $3K | Hold |
77
| – | – | ﹤0.01% | 539 |
|
|
2016
Q4 | $3K | Hold |
77
| – | – | ﹤0.01% | 458 |
|
|
2016
Q3 | $3K | Sell |
77
-77
| -50% | -$3K | ﹤0.01% | 461 |
|
|
2016
Q2 | $8K | Buy |
+154
| New | +$8K | ﹤0.01% | 406 |
|
|
2016
Q1 | – | Sell |
-154
| Closed | -$6K | – | 324 |
|
|
2015
Q4 | $6K | Hold |
154
| – | – | ﹤0.01% | 519 |
|
|
2015
Q3 | $6K | Buy |
+154
| New | +$6K | ﹤0.01% | 399 |
|