Shine Investment Advisory Services’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $8K | Sell |
66
-15
| -19% | -$1.82K | ﹤0.01% | 577 |
|
2020
Q2 | $9K | Hold |
81
| – | – | ﹤0.01% | 562 |
|
2020
Q1 | $6K | Sell |
81
-284
| -78% | -$21K | ﹤0.01% | 579 |
|
2019
Q4 | $47K | Sell |
365
-106
| -23% | -$13.6K | 0.02% | 335 |
|
2019
Q3 | $59K | Buy |
471
+166
| +54% | +$20.8K | 0.03% | 276 |
|
2019
Q2 | $37K | Buy |
305
+129
| +73% | +$15.6K | 0.02% | 362 |
|
2019
Q1 | $22K | Sell |
176
-61
| -26% | -$7.63K | 0.01% | 448 |
|
2018
Q4 | $24K | Sell |
237
-47
| -17% | -$4.76K | 0.01% | 411 |
|
2018
Q3 | $37K | Hold |
284
| – | – | 0.02% | 353 |
|
2018
Q2 | $28K | Sell |
284
-60
| -17% | -$5.92K | 0.01% | 400 |
|
2018
Q1 | $25K | Hold |
344
| – | – | 0.01% | 426 |
|
2017
Q4 | $23K | Sell |
344
-58
| -14% | -$3.88K | 0.01% | 433 |
|
2017
Q3 | $22K | Sell |
402
-66
| -14% | -$3.61K | 0.01% | 438 |
|
2017
Q2 | $23K | Buy |
+468
| New | +$23K | 0.01% | 410 |
|