Key Financial Inc’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-29
| Closed | -$2.56K | – | 1390 |
|
|
2024
Q3 | $2.56K | Hold |
29
| – | – | ﹤0.01% | 1082 |
|
|
2024
Q2 | $3.16K | Hold |
29
| – | – | ﹤0.01% | 1051 |
|
|
2024
Q1 | $5.26K | Hold |
29
| – | – | ﹤0.01% | 926 |
|
|
2023
Q4 | $6.18K | Hold |
29
| – | – | ﹤0.01% | 860 |
|
|
2023
Q3 | $4.67K | Hold |
29
| – | – | ﹤0.01% | 932 |
|
|
2023
Q2 | $5.7K | Buy |
+29
| New | +$5.7K | ﹤0.01% | 884 |
|