Clearstead Trust’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.96K | Buy |
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|
2025
Q2 | $5.12K | Sell |
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|
2025
Q1 | $4.2K | Buy |
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|
2024
Q4 | $4.09K | Hold |
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|
2024
Q3 | $3.45K | Sell |
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|
2024
Q2 | $14.9K | Hold |
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|
2024
Q1 | $14.9K | Hold |
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|
2023
Q4 | $14.9K | Hold |
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|
2023
Q3 | $14.9K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $91K | Buy |
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|
2017
Q4 | $76K | Buy |
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