Graves Light Lenhart Wealth’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 |
-359
| Closed | -$74K | – | 698 |
|
|
2021
Q4 | $74K | Hold |
359
| – | – | 0.01% | 348 |
|
|
2021
Q3 | $63K | Buy |
359
+97
| +37% | +$17K | 0.01% | 342 |
|
|
2021
Q2 | $51K | Buy |
262
+57
| +28% | +$11.1K | 0.01% | 373 |
|
|
2021
Q1 | $39K | Hold |
205
| – | – | 0.01% | 411 |
|
|
2020
Q4 | $36K | Buy |
+205
| New | +$36K | 0.01% | 410 |
|