Sutton Wealth Advisors’s Five Below FIVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.77K | Hold |
11
| – | – | ﹤0.01% | 739 |
|
|
2023
Q2 | $2.16K | Hold |
11
| – | – | ﹤0.01% | 687 |
|
|
2023
Q1 | $2.27K | Sell |
11
-3
| -21% | -$618 | ﹤0.01% | 630 |
|
|
2022
Q4 | $2.48K | Sell |
14
-529
| -97% | -$93.6K | ﹤0.01% | 1185 |
|
|
2022
Q3 | $74.8K | Buy |
543
+522
| +2,486% | +$71.9K | 0.03% | 293 |
|
|
2022
Q2 | $2.38K | Buy |
21
+12
| +133% | +$1.36K | ﹤0.01% | 1160 |
|
|
2022
Q1 | $1.43K | Sell |
9
-2
| -18% | -$317 | ﹤0.01% | 1251 |
|
|
2021
Q4 | $2.28K | Buy |
+11
| New | +$2.28K | ﹤0.01% | 1187 |
|
|
2018
Q4 | – | Sell |
-102
| Closed | -$13.3K | – | 1148 |
|
|
2018
Q3 | $13.3K | Sell |
102
-25
| -20% | -$3.25K | 0.01% | 724 |
|
|
2018
Q2 | $12.4K | Sell |
127
-751
| -86% | -$73.4K | 0.01% | 779 |
|
|
2018
Q1 | $64.4K | Hold |
878
| – | – | 0.05% | 232 |
|
|
2017
Q4 | $58.2K | Hold |
878
| – | – | 0.04% | 247 |
|
|
2017
Q3 | $48.2K | Hold |
878
| – | – | 0.04% | 276 |
|
|
2017
Q2 | $43.3K | Hold |
878
| – | – | 0.03% | 288 |
|
|
2017
Q1 | $38K | Hold |
878
| – | – | 0.03% | 311 |
|
|
2016
Q4 | $35.1K | Hold |
878
| – | – | 0.03% | 333 |
|
|
2016
Q3 | $35.4K | Hold |
878
| – | – | 0.03% | 316 |
|
|
2016
Q2 | $40.7K | Hold |
878
| – | – | 0.04% | 275 |
|
|
2016
Q1 | $36.3K | Buy |
+878
| New | +$36.3K | 0.03% | 301 |
|