B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,762
| Closed | -$350K | – | 866 |
|
|
2019
Q3 | $350K | Buy |
2,762
+4
| +0.1% | +$507 | 0.03% | 537 |
|
|
2019
Q2 | $332K | Buy |
+2,758
| New | +$332K | 0.04% | 519 |
|
|
2019
Q1 | – | Sell |
-3,123
| Closed | -$321K | – | 754 |
|
|
2018
Q4 | $321K | Buy |
3,123
+1,445
| +86% | +$149K | 0.05% | 416 |
|
|
2018
Q3 | $219K | Sell |
1,678
-433
| -21% | -$56.5K | 0.03% | 616 |
|
|
2018
Q2 | $207K | Buy |
+2,111
| New | +$207K | 0.03% | 602 |
|