Ellevest Inc’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-12
| Closed | -$2K | – | 1487 |
|
|
2022
Q1 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 1186 |
|
|
2020
Q4 | – | Sell |
-141
| Closed | -$18K | – | 1243 |
|
|
2020
Q3 | $18K | Buy |
141
+6
| +4% | +$766 | ﹤0.01% | 541 |
|
|
2020
Q2 | $14K | Hold |
135
| – | – | ﹤0.01% | 546 |
|
|
2020
Q1 | $10K | Hold |
135
| – | – | ﹤0.01% | 550 |
|
|
2019
Q4 | $17K | Buy |
+135
| New | +$17K | ﹤0.01% | 443 |
|