Institutional & Family Asset Management’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6
| Closed | -$1.09K | – | 760 |
|
|
2024
Q1 | $1.09K | Hold |
6
| – | – | ﹤0.01% | 622 |
|
|
2023
Q4 | $1.28K | Hold |
6
| – | – | ﹤0.01% | 595 |
|
|
2023
Q3 | $965 | Sell |
6
-1
| -14% | -$161 | ﹤0.01% | 619 |
|
|
2023
Q2 | $1.38K | Buy |
7
+1
| +17% | +$197 | ﹤0.01% | 596 |
|
|
2023
Q1 | $1.24K | Buy |
6
+1
| +20% | +$206 | ﹤0.01% | 605 |
|
|
2022
Q4 | $884 | Buy |
+5
| New | +$884 | ﹤0.01% | 607 |
|