Meridian Wealth Management’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,583
| Closed | -$202K | – | 218 |
|
|
2019
Q4 | $202K | Sell |
1,583
-290
| -15% | -$37K | 0.1% | 193 |
|
|
2019
Q3 | $236K | Sell |
1,873
-25
| -1% | -$3.15K | 0.11% | 170 |
|
|
2019
Q2 | $2.28K | Buy |
1,898
+10
| +0.5% | +$12 | 0.09% | 183 |
|
|
2019
Q1 | $235K | Sell |
1,888
-260
| -12% | -$32.4K | 0.11% | 165 |
|
|
2018
Q4 | $220K | Sell |
2,148
-1,477
| -41% | -$151K | 0.13% | 143 |
|
|
2018
Q3 | $471K | Buy |
+3,625
| New | +$471K | 0.2% | 92 |
|