Disciplined Investments’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9
| Closed | -$1.77K | – | 613 |
|
|
2023
Q2 | $1.77K | Hold |
9
| – | – | ﹤0.01% | 717 |
|
|
2023
Q1 | $1.85K | Sell |
9
-2
| -18% | -$412 | ﹤0.01% | 700 |
|
|
2022
Q4 | $1.95K | Buy |
11
+2
| +22% | +$354 | ﹤0.01% | 630 |
|
|
2022
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 897 |
|
|
2022
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 914 |
|
|
2022
Q1 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 968 |
|