FourThought Financial Partners’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-5,957
| Closed | -$526K | – | 322 |
|
2024
Q3 | $526K | Sell |
5,957
-641
| -10% | -$56.6K | 0.06% | 135 |
|
2024
Q2 | $719K | Buy |
6,598
+592
| +10% | +$64.5K | 0.09% | 128 |
|
2024
Q1 | $1.09M | Buy |
6,006
+483
| +9% | +$87.6K | 0.12% | 121 |
|
2023
Q4 | $1.18M | Sell |
5,523
-197
| -3% | -$42K | 0.15% | 113 |
|
2023
Q3 | $920K | Sell |
5,720
-180
| -3% | -$29K | 0.13% | 123 |
|
2023
Q2 | $1.16M | Sell |
5,900
-833
| -12% | -$164K | 0.15% | 110 |
|
2023
Q1 | $1.39M | Sell |
6,733
-407
| -6% | -$83.8K | 0.19% | 101 |
|
2022
Q4 | $1.26M | Buy |
+7,140
| New | +$1.26M | 0.18% | 107 |
|