Bartlett & Co’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $7K | Hold |
34
| – | – | ﹤0.01% | 1045 |
|
|
2023
Q3 | $5K | Buy |
+34
| New | +$5K | ﹤0.01% | 988 |
|
|
2021
Q3 | – | Sell |
-3
| Closed | -$1K | – | 977 |
|
|
2021
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 920 |
|
|
2021
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 944 |
|
|
2020
Q4 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 1007 |
|