Bartlett & Co Wealth Management’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-34
| Closed | -$7.27K | – | 1160 |
|
|
2023
Q4 | $7.27K | Hold |
34
| – | – | ﹤0.01% | 1044 |
|
|
2023
Q3 | $5.47K | Buy |
+34
| New | +$5.47K | ﹤0.01% | 982 |
|
|
2021
Q3 | – | Sell |
-3
| Closed | -$580 | – | 986 |
|
|
2021
Q2 | $580 | Hold |
3
| – | – | ﹤0.01% | 1012 |
|
|
2021
Q1 | $572 | Hold |
3
| – | – | ﹤0.01% | 1041 |
|
|
2020
Q4 | $525 | Buy |
+3
| New | +$525 | ﹤0.01% | 1143 |
|