Legacy Financial Advisors’s Five Below FIVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-91
| Closed | -$11K | – | 396 |
|
|
2019
Q1 | $11K | Sell |
91
-76
| -46% | -$9.19K | ﹤0.01% | 595 |
|
|
2018
Q4 | $17K | Buy |
167
+67
| +67% | +$6.82K | 0.01% | 440 |
|
|
2018
Q3 | $13K | Sell |
100
-26
| -21% | -$3.38K | ﹤0.01% | 454 |
|
|
2018
Q2 | $13K | Sell |
126
-12
| -9% | -$1.24K | ﹤0.01% | 455 |
|
|
2018
Q1 | $10K | Buy |
138
+37
| +37% | +$2.68K | ﹤0.01% | 470 |
|
|
2017
Q4 | $6K | Buy |
+101
| New | +$6K | ﹤0.01% | 597 |
|