Squar Milner 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-709
| Closed | -$90K | – | 803 |
|
|
2019
Q4 | $90K | Buy |
+709
| New | +$90K | 0.04% | 350 |
|
|
2019
Q3 | – | Sell |
-44
| Closed | -$5K | – | 388 |
|
|
2019
Q2 | $5K | Sell |
44
-45
| -51% | -$5.11K | ﹤0.01% | 589 |
|
|
2019
Q1 | $11K | Hold |
89
| – | – | 0.01% | 501 |
|
|
2018
Q4 | $9K | Buy |
+89
| New | +$9K | 0.01% | 475 |
|