Carroll Financial Associates’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $121K | Hold |
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|
2021
Q3 | $109K | Hold |
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|
2021
Q2 | $119K | Sell |
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|
2021
Q1 | $122K | Hold |
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|
2020
Q4 | $111K | Sell |
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|
2020
Q3 | $81K | Buy |
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|
2020
Q2 | $62K | Hold |
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|
2020
Q1 | $41K | Sell |
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|
2019
Q4 | $74K | Hold |
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|
2019
Q3 | $73K | Hold |
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|
2019
Q2 | $70K | Buy |
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|
2019
Q1 | $61K | Buy |
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|
2018
Q4 | $39K | Hold |
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|
2018
Q3 | $44K | Buy |
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|
2018
Q2 | $32K | Sell |
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|
2018
Q1 | $26K | Buy |
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|
2017
Q4 | $14K | Hold |
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|
2017
Q3 | $12K | Hold |
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|
2017
Q2 | $10K | Sell |
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|
2017
Q1 | $10K | Hold |
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|
2016
Q4 | $9K | Hold |
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|
2016
Q3 | $9K | Hold |
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|
2016
Q2 | $11K | Hold |
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|
2016
Q1 | $10K | Buy |
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|
2015
Q4 | $5K | Hold |
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|
2015
Q3 | $6K | Buy |
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|
2015
Q2 | $4K | Buy |
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