Harvest Group Wealth Management’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3
| Closed | -$1K | – | 262 |
|
|
2020
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 464 |
|
|
2020
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 654 |
|
|
2020
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 595 |
|
|
2020
Q1 | – | Sell |
-17
| Closed | -$2K | – | 655 |
|
|
2019
Q4 | $2K | Hold |
17
| – | – | ﹤0.01% | 608 |
|
|
2019
Q3 | $2K | Buy |
17
+9
| +113% | +$1.06K | ﹤0.01% | 687 |
|
|
2019
Q2 | $0 | Buy |
+8
| New | – | ﹤0.01% | 940 |
|