IWS
FIVE icon

Insight Wealth Strategies’s Five Below FIVE Stock Holding History

Insight Wealth Strategies’s Portfolio FIVE Stock Details FIVE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-3,399
Closed -$408K – 191
2019
Q2 		$408K Buy
3,399
+155
+5% +$18.6K 0.1% 119
2019
Q1 		$403K Buy
3,244
+133
+4% +$16.5K 0.11% 109
2018
Q4 		$318K Buy
+3,111
New +$318K 0.1% 116