DJYG
David J. Yvars Group’s Five Below FIVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,335
| Closed | -$215K | – | 75 |
|
|
2023
Q3 | $215K | Sell |
1,335
-120
| -8% | -$19.3K | 0.18% | 65 |
|
|
2023
Q2 | $286K | Sell |
1,455
-570
| -28% | -$112K | 0.24% | 57 |
|
|
2023
Q1 | $417K | Hold |
2,025
| – | – | 0.38% | 44 |
|
|
2022
Q4 | $358K | Sell |
2,025
-5
| -0.2% | -$884 | 0.45% | 38 |
|
|
2022
Q3 | $279K | Sell |
2,030
-390
| -16% | -$53.6K | 0.31% | 45 |
|
|
2022
Q2 | $273K | Sell |
2,420
-775
| -24% | -$87.4K | 0.37% | 44 |
|
|
2022
Q1 | $506K | Sell |
3,195
-35
| -1% | -$5.54K | 0.35% | 41 |
|
|
2021
Q4 | $668K | Sell |
3,230
-365
| -10% | -$75.5K | 0.41% | 33 |
|
|
2021
Q3 | $624K | Sell |
3,595
-44,305
| -92% | -$7.69M | 0.36% | 42 |
|
|
2021
Q2 | $9.26M | Sell |
47,900
-1,675
| -3% | -$324K | 5.2% | 5 |
|
|
2021
Q1 | $9.46M | Buy |
49,575
+5,545
| +13% | +$1.06M | 6.02% | 4 |
|
|
2020
Q4 | $7.7M | Buy |
+44,030
| New | +$7.7M | 5.22% | 7 |
|