One Wealth Advisors’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-24
| Closed | -$3K | – | 239 |
|
|
2019
Q1 | $3K | Buy |
+24
| New | +$3K | ﹤0.01% | 431 |
|
|
2018
Q4 | – | Sell |
-43
| Closed | -$6K | – | 233 |
|
|
2018
Q3 | $6K | Sell |
43
-17
| -28% | -$2.37K | ﹤0.01% | 372 |
|
|
2018
Q2 | $6K | Sell |
60
-48
| -44% | -$4.8K | ﹤0.01% | 367 |
|
|
2018
Q1 | $8K | Hold |
108
| – | – | 0.01% | 326 |
|
|
2017
Q4 | $7K | Buy |
+108
| New | +$7K | 0.01% | 373 |
|