MinichMacGregor Wealth Management’s Five Below FIVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-104
| Closed | -$13K | – | 224 |
|
|
2018
Q3 | $13K | Buy |
+104
| New | +$13K | 0.01% | 286 |
|
|
2018
Q2 | – | Sell |
-300
| Closed | -$22K | – | 544 |
|
|
2018
Q1 | $22K | Sell |
300
-29
| -9% | -$2.13K | 0.02% | 201 |
|
|
2017
Q4 | $21K | Hold |
329
| – | – | 0.02% | 194 |
|
|
2017
Q3 | $18K | Buy |
+329
| New | +$18K | 0.01% | 203 |
|