Inspire Investing’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,595
| Closed | -$313K | – | 834 |
|
|
2023
Q2 | $313K | Buy |
1,595
+281
| +21% | +$55.2K | 0.04% | 638 |
|
|
2023
Q1 | $271K | Sell |
1,314
-18
| -1% | -$3.71K | 0.03% | 756 |
|
|
2022
Q4 | $236K | Sell |
1,332
-153
| -10% | -$27.1K | 0.03% | 540 |
|
|
2022
Q3 | $204K | Sell |
1,485
-380
| -20% | -$52.2K | 0.03% | 726 |
|
|
2022
Q2 | $212K | Buy |
1,865
+395
| +27% | +$44.9K | 0.03% | 515 |
|
|
2022
Q1 | $233K | Buy |
1,470
+263
| +22% | +$41.7K | 0.03% | 751 |
|
|
2021
Q4 | $250K | Buy |
1,207
+19
| +2% | +$3.94K | 0.03% | 446 |
|
|
2021
Q3 | $210K | Buy |
+1,188
| New | +$210K | 0.03% | 786 |
|
|
2018
Q1 | – | Sell |
-853
| Closed | -$57K | – | 374 |
|
|
2017
Q4 | $57K | Buy |
+853
| New | +$57K | 0.05% | 463 |
|