Sowell 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-565
| Closed | -$109K | – | 1272 |
|
|
2021
Q1 | $109K | Buy |
565
+474
| +521% | +$91.4K | ﹤0.01% | 1333 |
|
|
2020
Q4 | $16K | Sell |
91
-624
| -87% | -$110K | ﹤0.01% | 1829 |
|
|
2020
Q3 | $91K | Sell |
715
-487
| -41% | -$62K | ﹤0.01% | 1001 |
|
|
2020
Q2 | $129K | Buy |
1,202
+836
| +228% | +$89.7K | 0.01% | 887 |
|
|
2020
Q1 | $26K | Sell |
366
-76
| -17% | -$5.4K | ﹤0.01% | 1294 |
|
|
2019
Q4 | $57K | Buy |
442
+362
| +453% | +$46.7K | ﹤0.01% | 1113 |
|
|
2019
Q3 | $10K | Buy |
+80
| New | +$10K | ﹤0.01% | 1524 |
|