Provenance 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7
| Closed | -$524 | – | 465 |
|
|
2025
Q1 | $524 | Hold |
7
| – | – | ﹤0.01% | 511 |
|
|
2024
Q4 | $735 | Hold |
7
| – | – | ﹤0.01% | 517 |
|
|
2024
Q3 | $618 | Hold |
7
| – | – | ﹤0.01% | 570 |
|
|
2024
Q2 | $763 | Hold |
7
| – | – | ﹤0.01% | 472 |
|
|
2024
Q1 | $1.27K | Hold |
7
| – | – | ﹤0.01% | 450 |
|
|
2023
Q4 | $1.49K | Hold |
7
| – | – | ﹤0.01% | 489 |
|
|
2023
Q3 | $1.13K | Buy |
+7
| New | +$1.13K | ﹤0.01% | 383 |
|