Mount Yale Investment Advisors’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.2K | Buy |
+200
| New | +$26.2K | ﹤0.01% | 986 |
|
|
2020
Q1 | – | Sell |
-3,877
| Closed | -$439K | – | 309 |
|
|
2019
Q4 | $439K | Buy |
3,877
+313
| +9% | +$35.4K | 0.08% | 229 |
|
|
2019
Q3 | $439K | Sell |
3,564
-48
| -1% | -$5.91K | 0.08% | 212 |
|
|
2019
Q2 | $398K | Sell |
3,612
-652
| -15% | -$71.8K | 0.07% | 226 |
|
|
2019
Q1 | $530K | Sell |
4,264
-104
| -2% | -$12.9K | 0.1% | 164 |
|
|
2018
Q4 | $568K | Buy |
+4,368
| New | +$568K | 0.12% | 158 |
|