Endurance 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $114K | Hold |
580
| – | – | 0.02% | 257 |
|
|
2023
Q1 | $119K | Sell |
580
-231
| -28% | -$47.4K | 0.02% | 254 |
|
|
2022
Q4 | $143K | Hold |
811
| – | – | 0.02% | 219 |
|
|
2022
Q3 | $112K | Hold |
811
| – | – | 0.02% | 238 |
|
|
2022
Q2 | $92K | Hold |
811
| – | – | 0.01% | 267 |
|
|
2022
Q1 | $128K | Hold |
811
| – | – | 0.02% | 249 |
|
|
2021
Q4 | $168K | Hold |
811
| – | – | 0.02% | 233 |
|
|
2021
Q3 | $143K | Hold |
811
| – | – | 0.02% | 245 |
|
|
2021
Q2 | $156K | Hold |
811
| – | – | 0.02% | 241 |
|
|
2021
Q1 | $155K | Buy |
+811
| New | +$155K | 0.02% | 238 |
|