Wealthfront Advisers’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-958
| Closed | -$204K | – | 872 |
|
|
2023
Q4 | $204K | Buy |
+958
| New | +$204K | ﹤0.01% | 838 |
|
|
2023
Q2 | – | Sell |
-1,010
| Closed | -$208K | – | 828 |
|
|
2023
Q1 | $208K | Buy |
+1,010
| New | +$208K | ﹤0.01% | 792 |
|
|
2022
Q1 | – | Sell |
-1,415
| Closed | -$293K | – | 787 |
|
|
2021
Q4 | $293K | Buy |
1,415
+81
| +6% | +$16.8K | ﹤0.01% | 687 |
|
|
2021
Q3 | $235K | Sell |
1,334
-38
| -3% | -$6.69K | ﹤0.01% | 663 |
|
|
2021
Q2 | $265K | Sell |
1,372
-75
| -5% | -$14.5K | ﹤0.01% | 585 |
|
|
2021
Q1 | $276K | Buy |
1,447
+92
| +7% | +$17.5K | ﹤0.01% | 511 |
|
|
2020
Q4 | $237K | Buy |
+1,355
| New | +$237K | ﹤0.01% | 507 |
|