Stratos Wealth Partners’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,180
| Closed | -$262K | – | 969 |
|
|
2019
Q2 | $262K | Buy |
+2,180
| New | +$262K | 0.01% | 774 |
|
|
2018
Q4 | – | Sell |
-6,402
| Closed | -$833K | – | 1390 |
|
|
2018
Q3 | $833K | Buy |
+6,402
| New | +$833K | 0.04% | 372 |
|
|
2018
Q2 | – | Sell |
-46
| Closed | -$3K | – | 1518 |
|
|
2018
Q1 | $3K | Hold |
46
| – | – | ﹤0.01% | 2742 |
|
|
2017
Q4 | $3K | Buy |
+46
| New | +$3K | ﹤0.01% | 2511 |
|