David J. Yvars Group’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $215K | Sell |
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|
2023
Q2 | $286K | Sell |
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|
2023
Q1 | $417K | Hold |
|
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|
2022
Q4 | $358K | Sell |
|
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|
2022
Q3 | $279K | Sell |
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|
2022
Q2 | $273K | Sell |
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|
2022
Q1 | $506K | Sell |
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|
2021
Q4 | $668K | Sell |
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|
2021
Q3 | $624K | Sell |
|
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|
2021
Q2 | $9.26M | Sell |
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|
2021
Q1 | $9.46M | Buy |
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|
2020
Q4 | $7.7M | Buy |
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