BDO 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-32
| Closed | -$4K | – | 767 |
|
|
2019
Q4 | $4K | Hold |
32
| – | – | ﹤0.01% | 512 |
|
|
2019
Q3 | $4K | Hold |
32
| – | – | ﹤0.01% | 533 |
|
|
2019
Q2 | $4K | Hold |
32
| – | – | ﹤0.01% | 520 |
|
|
2019
Q1 | $4K | Sell |
32
-168
| -84% | -$21K | ﹤0.01% | 496 |
|
|
2018
Q4 | $20K | Sell |
200
-240
| -55% | -$24K | 0.01% | 345 |
|
|
2018
Q3 | $57K | Sell |
440
-150
| -25% | -$19.4K | 0.02% | 272 |
|
|
2018
Q2 | $58K | Buy |
+590
| New | +$58K | 0.02% | 270 |
|