Claraphi Advisory Network’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-1
| Closed | – | – | 591 |
|
2020
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1212 |
|
2019
Q3 | – | Sell |
-1,931
| Closed | -$232K | – | 411 |
|
2019
Q2 | $232K | Sell |
1,931
-1,032
| -35% | -$124K | 0.14% | 193 |
|
2019
Q1 | $369K | Buy |
2,963
+475
| +19% | +$59.2K | 0.23% | 117 |
|
2018
Q4 | $254K | Buy |
+2,488
| New | +$254K | 0.19% | 142 |
|