Weil Company’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-4,002
| Closed | -$457K | – | 103 |
|
|
2018
Q3 | $457K | Sell |
4,002
-1,924
| -32% | -$220K | 0.38% | 53 |
|
|
2018
Q2 | $579K | Sell |
5,926
-7,594
| -56% | -$742K | 0.49% | 46 |
|
|
2018
Q1 | $992K | Buy |
13,520
+500
| +4% | +$36.7K | 0.93% | 30 |
|
|
2017
Q4 | $863K | Buy |
+13,020
| New | +$863K | 0.79% | 33 |
|