Tompkins Financial’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $72K | Buy |
376
+12
| +3% | +$2.3K | 0.01% | 215 |
|
|
2020
Q4 | $64K | Hold |
364
| – | – | 0.01% | 219 |
|
|
2020
Q3 | $46K | Buy |
364
+140
| +63% | +$17.7K | 0.01% | 245 |
|
|
2020
Q2 | $24K | Sell |
224
-77
| -26% | -$8.25K | 0.01% | 281 |
|
|
2020
Q1 | $21K | Buy |
+301
| New | +$21K | ﹤0.01% | 280 |
|
|
2019
Q4 | – | Sell |
-298
| Closed | -$38K | – | 407 |
|
|
2019
Q3 | $38K | Buy |
+298
| New | +$38K | 0.01% | 240 |
|