AWM
Atticus Wealth Management’s Five Below FIVE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-66
| Closed | -$11.7K | – | 559 |
|
2022
Q4 | $11.7K | Sell |
66
-64
| -49% | -$11.3K | ﹤0.01% | 377 |
|
2022
Q3 | $15K | Hold |
130
| – | – | 0.01% | 344 |
|
2022
Q2 | $15K | Hold |
130
| – | – | 0.01% | 374 |
|
2022
Q1 | $21K | Sell |
130
-9
| -6% | -$1.45K | 0.01% | 330 |
|
2021
Q4 | $29K | Buy |
+139
| New | +$29K | 0.01% | 283 |
|