HC Financial Advisors’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-56
| Closed | -$11K | – | 339 |
|
|
2021
Q1 | $11K | Hold |
56
| – | – | 0.01% | 246 |
|
|
2020
Q4 | $10K | Hold |
56
| – | – | 0.01% | 267 |
|
|
2020
Q3 | $7K | Hold |
56
| – | – | 0.01% | 285 |
|
|
2020
Q2 | $6K | Hold |
56
| – | – | ﹤0.01% | 276 |
|
|
2020
Q1 | $4K | Buy |
+56
| New | +$4K | ﹤0.01% | 312 |
|