TWM
Torch Wealth Management’s Five Below FIVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-18,575
| Closed | -$804K | – | 96 |
|
|
2017
Q1 | $804K | Buy |
18,575
+100
| +0.5% | +$4.33K | 0.54% | 55 |
|
|
2016
Q4 | $738K | Buy |
18,475
+5,450
| +42% | +$218K | 0.52% | 54 |
|
|
2016
Q3 | $525K | Buy |
13,025
+300
| +2% | +$12.1K | 0.38% | 61 |
|
|
2016
Q2 | $591K | Buy |
+12,725
| New | +$591K | 0.43% | 61 |
|