Prospera Financial Services’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,395
| Closed | -$253K | – | 1155 |
|
|
2024
Q1 | $253K | Buy |
1,395
+37
| +3% | +$6.71K | 0.01% | 963 |
|
|
2023
Q4 | $289K | Sell |
1,358
-21
| -2% | -$4.48K | 0.01% | 867 |
|
|
2023
Q3 | $222K | Sell |
1,379
-9
| -0.6% | -$1.45K | 0.01% | 911 |
|
|
2023
Q2 | $273K | Buy |
+1,388
| New | +$273K | 0.01% | 840 |
|
|
2022
Q2 | – | Sell |
-15
| Closed | -$2K | – | 1949 |
|
|
2022
Q1 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 2475 |
|
|
2020
Q4 | – | Sell |
-20
| Closed | -$3K | – | 965 |
|
|
2020
Q3 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 1379 |
|