Atria Wealth Solutions’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,596
| Closed | -$289K | – | 1954 |
|
|
2024
Q1 | $289K | Sell |
1,596
-1,326
| -45% | -$240K | ﹤0.01% | 1566 |
|
|
2023
Q4 | $623K | Buy |
2,922
+1,143
| +64% | +$244K | 0.01% | 1091 |
|
|
2023
Q3 | $286K | Sell |
1,779
-1,156
| -39% | -$186K | ﹤0.01% | 1437 |
|
|
2023
Q2 | $577K | Sell |
2,935
-202
| -6% | -$39.7K | 0.01% | 1085 |
|
|
2023
Q1 | $646K | Sell |
3,137
-20
| -0.6% | -$4.12K | 0.01% | 992 |
|
|
2022
Q4 | $558K | Buy |
3,157
+844
| +36% | +$149K | 0.01% | 1018 |
|
|
2022
Q3 | $318K | Sell |
2,313
-2,567
| -53% | -$353K | 0.01% | 1254 |
|
|
2022
Q2 | $554K | Buy |
4,880
+1,943
| +66% | +$221K | 0.01% | 893 |
|
|
2022
Q1 | $465K | Buy |
+2,937
| New | +$465K | 0.01% | 1103 |
|