Loring Wolcott & Coolidge Fiduciary Advisors’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-33
| Closed | -$6.8K | – | 645 |
|
|
2023
Q1 | $6.8K | Buy |
+33
| New | +$6.8K | ﹤0.01% | 536 |
|
|
2021
Q3 | – | Sell |
-12
| Closed | -$2K | – | 817 |
|
|
2021
Q2 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 855 |
|
|
2017
Q4 | – | Sell |
-19
| Closed | -$1K | – | 783 |
|
|
2017
Q3 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 708 |
|