Pinnacle Wealth Planning Services’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,100
| Closed | -$209K | – | 358 |
|
|
2021
Q1 | $209K | Sell |
1,100
-54
| -5% | -$10.3K | 0.05% | 289 |
|
|
2020
Q4 | $202K | Buy |
+1,154
| New | +$202K | 0.05% | 275 |
|
|
2018
Q4 | – | Sell |
-1,701
| Closed | -$222K | – | 162 |
|
|
2018
Q3 | $222K | Sell |
1,701
-426
| -20% | -$55.6K | 0.2% | 154 |
|
|
2018
Q2 | $207K | Sell |
2,127
-696
| -25% | -$67.7K | 0.2% | 160 |
|
|
2018
Q1 | $207K | Buy |
+2,823
| New | +$207K | 0.21% | 159 |
|