MYCIO Wealth Partners’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | – | Sell |
-200
| Closed | -$8K | – | 373 |
|
2016
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 596 |
|
2016
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 573 |
|
2016
Q1 | $8K | Hold |
200
| – | – | ﹤0.01% | 546 |
|
2015
Q4 | $6K | Buy |
200
+40
| +25% | +$1.2K | ﹤0.01% | 583 |
|
2015
Q3 | $5K | Buy |
160
+80
| +100% | +$2.5K | ﹤0.01% | 658 |
|
2015
Q2 | $3K | Buy |
+80
| New | +$3K | ﹤0.01% | 628 |
|