BKS Advisors’s Five Below FIVE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
2018
Q4
$409K Buy
2018
Q3
Sell
2018
Q2
$220K Buy
2017
Q2
Sell
2017
Q1
$384K Sell
2016
Q4
$395K Sell
2016
Q3
$786K Buy
2016
Q2
$325K Buy