Optimum 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-850
| Closed | -$60K | – | 876 |
|
|
2020
Q1 | $60K | Buy |
850
+400
| +89% | +$28.2K | 0.02% | 389 |
|
|
2019
Q4 | $58K | Hold |
450
| – | – | 0.02% | 489 |
|
|
2019
Q3 | $57K | Hold |
450
| – | – | 0.02% | 490 |
|
|
2019
Q2 | $54K | Buy |
450
+200
| +80% | +$24K | 0.02% | 490 |
|
|
2019
Q1 | $31K | Buy |
+250
| New | +$31K | 0.01% | 611 |
|