Peloton Wealth Strategists’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,320
| Closed | -$647K | – | 95 |
|
|
2024
Q3 | $647K | Buy |
7,320
+500
| +7% | +$44.2K | 0.26% | 73 |
|
|
2024
Q2 | $743K | Buy |
6,820
+200
| +3% | +$21.8K | 0.31% | 69 |
|
|
2024
Q1 | $1.2M | Buy |
6,620
+2,270
| +52% | +$412K | 0.49% | 62 |
|
|
2023
Q4 | $927K | Buy |
4,350
+1,255
| +41% | +$267K | 0.4% | 64 |
|
|
2023
Q3 | $498K | Buy |
+3,095
| New | +$498K | 0.23% | 75 |
|