CSat Investment Advisory’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-199
| Closed | -$25K | – | 679 |
|
|
2020
Q3 | $25K | Buy |
199
+24
| +14% | +$3.02K | ﹤0.01% | 804 |
|
|
2020
Q2 | $19K | Sell |
175
-41
| -19% | -$4.45K | ﹤0.01% | 848 |
|
|
2020
Q1 | $15K | Buy |
216
+38
| +21% | +$2.64K | ﹤0.01% | 787 |
|
|
2019
Q4 | $23K | Buy |
178
+22
| +14% | +$2.84K | 0.01% | 744 |
|
|
2019
Q3 | $20K | Buy |
156
+22
| +16% | +$2.82K | 0.01% | 708 |
|
|
2019
Q2 | $16K | Buy |
+134
| New | +$16K | 0.01% | 732 |
|