Wealthspire Advisors (Maryland)’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-64
| Closed | -$8K | – | 1009 |
|
|
2019
Q1 | $8K | Buy |
+64
| New | +$8K | ﹤0.01% | 1622 |
|
|
2018
Q4 | – | Sell |
-24
| Closed | -$3K | – | 2471 |
|
|
2018
Q3 | $3K | Sell |
24
-19
| -44% | -$2.38K | ﹤0.01% | 2019 |
|
|
2018
Q2 | $4K | Sell |
43
-22
| -34% | -$2.05K | ﹤0.01% | 1875 |
|
|
2018
Q1 | $5K | Hold |
65
| – | – | ﹤0.01% | 1808 |
|
|
2017
Q4 | $4K | Buy |
65
+57
| +713% | +$3.51K | ﹤0.01% | 1899 |
|
|
2017
Q3 | $0 | Buy |
+8
| New | – | ﹤0.01% | 2319 |
|