Dynasty Wealth Management’s Five Below FIVE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,051
Closed -$223K 240
2024
Q2
$223K Buy
2,051
+797
+64% +$86.8K 0.01% 230
2024
Q1
$227K Buy
+1,254
New +$227K 0.01% 242