Spire Wealth Management’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8
| Closed | -$707 | – | 2465 |
|
|
2024
Q3 | $707 | Sell |
8
-29
| -78% | -$2.56K | ﹤0.01% | 2127 |
|
|
2024
Q2 | $4.03K | Sell |
37
-12
| -24% | -$1.31K | ﹤0.01% | 1880 |
|
|
2024
Q1 | $8.93K | Buy |
49
+4
| +9% | +$729 | ﹤0.01% | 1746 |
|
|
2023
Q4 | $8.4K | Sell |
45
-5
| -10% | -$934 | ﹤0.01% | 1803 |
|
|
2023
Q3 | $8.05K | Buy |
50
+9
| +22% | +$1.45K | ﹤0.01% | 1794 |
|
|
2023
Q2 | $8.02K | Buy |
41
+2
| +5% | +$391 | ﹤0.01% | 1880 |
|
|
2023
Q1 | $8.03K | Sell |
39
-2
| -5% | -$412 | ﹤0.01% | 1916 |
|
|
2022
Q4 | $7K | Hold |
41
| – | – | ﹤0.01% | 1727 |
|
|
2022
Q3 | $6K | Hold |
41
| – | – | ﹤0.01% | 1692 |
|
|
2022
Q2 | $5K | Sell |
41
-10
| -20% | -$1.22K | ﹤0.01% | 2124 |
|
|
2022
Q1 | $8K | Sell |
51
-52
| -50% | -$8.16K | ﹤0.01% | 2099 |
|
|
2021
Q4 | $21K | Buy |
103
+51
| +98% | +$10.4K | ﹤0.01% | 2096 |
|
|
2021
Q3 | $9K | Hold |
52
| – | – | ﹤0.01% | 2117 |
|
|
2021
Q2 | $10K | Sell |
52
-51
| -50% | -$9.81K | ﹤0.01% | 2110 |
|
|
2021
Q1 | $20K | Buy |
+103
| New | +$20K | ﹤0.01% | 2149 |
|