Westside Investment Management’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-15
| Closed | -$1.47K | – | 752 |
|
|
2018
Q2 | $1.47K | Sell |
15
-21
| -58% | -$2.05K | ﹤0.01% | 781 |
|
|
2018
Q1 | $2.6K | Hold |
36
| – | – | ﹤0.01% | 741 |
|
|
2017
Q4 | $2.41K | Sell |
36
-6
| -14% | -$402 | ﹤0.01% | 772 |
|
|
2017
Q3 | $2.37K | Hold |
42
| – | – | ﹤0.01% | 744 |
|
|
2017
Q2 | $1.9K | Sell |
42
-21
| -33% | -$952 | ﹤0.01% | 747 |
|
|
2017
Q1 | $2.68K | Buy |
+63
| New | +$2.68K | ﹤0.01% | 689 |
|