TFO 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1
| Closed | -$181 | – | 304 |
|
|
2024
Q1 | $181 | Hold |
1
| – | – | ﹤0.01% | 517 |
|
|
2023
Q4 | $213 | Hold |
1
| – | – | ﹤0.01% | 625 |
|
|
2023
Q3 | $197 | Hold |
1
| – | – | ﹤0.01% | 803 |
|
|
2023
Q2 | $197 | Hold |
1
| – | – | ﹤0.01% | 504 |
|
|
2023
Q1 | $206 | Sell |
1
-2
| -67% | -$412 | ﹤0.01% | 470 |
|
|
2022
Q4 | $261 | Buy |
+3
| New | +$261 | ﹤0.01% | 584 |
|