GM Advisory Group’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,800
| Closed | -$372K | – | 200 |
|
|
2021
Q4 | $372K | Hold |
1,800
| – | – | 0.03% | 146 |
|
|
2021
Q3 | $318K | Hold |
1,800
| – | – | 0.03% | 155 |
|
|
2021
Q2 | $348K | Sell |
1,800
-600
| -25% | -$116K | 0.04% | 153 |
|
|
2021
Q1 | $458K | Sell |
2,400
-500
| -17% | -$95.4K | 0.05% | 123 |
|
|
2020
Q4 | $507K | Hold |
2,900
| – | – | 0.07% | 103 |
|
|
2020
Q3 | $368K | Hold |
2,900
| – | – | 0.06% | 117 |
|
|
2020
Q2 | $310K | Buy |
+2,900
| New | +$310K | 0.06% | 140 |
|