Fiduciary Trust’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,711
| Closed | -$1.04M | – | 634 |
|
|
2024
Q1 | $1.04M | Hold |
5,711
| – | – | 0.02% | 340 |
|
|
2023
Q4 | $1.22M | Buy |
5,711
+940
| +20% | +$200K | 0.02% | 300 |
|
|
2023
Q3 | $768K | Buy |
4,771
+2,770
| +138% | +$446K | 0.01% | 354 |
|
|
2023
Q2 | $393K | Buy |
+2,001
| New | +$393K | 0.01% | 497 |
|