Financial Architects (New Jersey)’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-111
| Closed | -$14K | – | 1157 |
|
|
2019
Q1 | $14K | Sell |
111
-274
| -71% | -$34.6K | ﹤0.01% | 889 |
|
|
2018
Q4 | $39K | Buy |
385
+300
| +353% | +$30.4K | 0.01% | 550 |
|
|
2018
Q3 | $11K | Sell |
85
-122
| -59% | -$15.8K | ﹤0.01% | 950 |
|
|
2018
Q2 | $20K | Buy |
207
+62
| +43% | +$5.99K | ﹤0.01% | 807 |
|
|
2018
Q1 | $11K | Sell |
145
-31
| -18% | -$2.35K | ﹤0.01% | 919 |
|
|
2017
Q4 | $12K | Hold |
176
| – | – | ﹤0.01% | 967 |
|
|
2017
Q3 | $10K | Sell |
176
-119
| -40% | -$6.76K | ﹤0.01% | 1025 |
|
|
2017
Q2 | $15K | Buy |
295
+269
| +1,035% | +$13.7K | ﹤0.01% | 932 |
|
|
2017
Q1 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 1409 |
|
|
2015
Q1 | – | Sell |
-100
| Closed | -$4K | – | 946 |
|
|
2014
Q4 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 842 |
|