CFM Wealth Partners’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,384
| Closed | -$244K | – | 186 |
|
|
2021
Q3 | $244K | Hold |
1,384
| – | – | 0.06% | 163 |
|
|
2021
Q2 | $267K | Hold |
1,384
| – | – | 0.07% | 144 |
|
|
2021
Q1 | $264K | Sell |
1,384
-109
| -7% | -$20.8K | 0.08% | 138 |
|
|
2020
Q4 | $261K | Buy |
+1,493
| New | +$261K | 0.08% | 131 |
|
|
2020
Q3 | – | Sell |
-1,077
| Closed | -$115K | – | 263 |
|
|
2020
Q2 | $115K | Sell |
1,077
-73
| -6% | -$7.8K | 0.04% | 189 |
|
|
2020
Q1 | $81K | Hold |
1,150
| – | – | 0.04% | 215 |
|
|
2019
Q4 | $134K | Buy |
+1,150
| New | +$134K | 0.05% | 177 |
|