TOBAM’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-279
| Closed | -$57K | – | 370 |
|
2023
Q1 | $57K | Buy |
+279
| New | +$57K | ﹤0.01% | 345 |
|
2021
Q1 | – | Sell |
-231
| Closed | -$40K | – | 435 |
|
2020
Q4 | $40K | Hold |
231
| – | – | ﹤0.01% | 364 |
|
2020
Q3 | $29K | Buy |
+231
| New | +$29K | ﹤0.01% | 391 |
|