Independent Portfolio Consultants’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $444K | Sell |
8,989
-4,756
| -35% | -$235K | 0.18% | 187 |
|
|
2017
Q1 | $595K | Buy |
13,745
+1,730
| +14% | +$74.9K | 0.21% | 173 |
|
|
2016
Q4 | $480K | Buy |
+12,015
| New | +$480K | 0.16% | 219 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 958 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 1048 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 866 |
|