Belpointe Asset Management’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-585
| Closed | -$120K | – | 1516 |
|
|
2023
Q1 | $120K | Buy |
585
+76
| +15% | +$15.7K | 0.01% | 1206 |
|
|
2022
Q4 | $90K | Buy |
+509
| New | +$90K | 0.01% | 1292 |
|
|
2021
Q2 | – | Sell |
-656
| Closed | -$125K | – | 1146 |
|
|
2021
Q1 | $125K | Sell |
656
-227
| -26% | -$43.3K | 0.01% | 920 |
|
|
2020
Q4 | $155K | Buy |
+883
| New | +$155K | 0.01% | 787 |
|