Berman Capital Advisors’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $8K | Buy |
47
+2
| +4% | +$340 | ﹤0.01% | 1254 |
|
|
2021
Q2 | $8K | Buy |
45
+13
| +41% | +$2.31K | ﹤0.01% | 1195 |
|
|
2021
Q1 | $6K | Sell |
32
-3
| -9% | -$563 | ﹤0.01% | 1204 |
|
|
2020
Q4 | $5K | Buy |
35
+9
| +35% | +$1.29K | ﹤0.01% | 1136 |
|
|
2020
Q3 | $3K | Sell |
26
-10
| -28% | -$1.15K | ﹤0.01% | 1190 |
|
|
2020
Q2 | $3K | Buy |
36
+10
| +38% | +$833 | ﹤0.01% | 1126 |
|
|
2020
Q1 | $1K | Buy |
26
+8
| +44% | +$308 | ﹤0.01% | 1289 |
|
|
2019
Q4 | $2K | Buy |
18
+3
| +20% | +$333 | ﹤0.01% | 1197 |
|
|
2019
Q3 | $1K | Buy |
15
+6
| +67% | +$400 | ﹤0.01% | 1313 |
|
|
2019
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 1322 |
|
|
2019
Q1 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 1203 |
|