World Asset Management’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $332K | Sell |
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|
2021
Q2 | $378K | Sell |
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|
2021
Q1 | $408K | Sell |
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|
2020
Q4 | $378K | Sell |
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|
2020
Q3 | $282K | Sell |
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|
2020
Q2 | $240K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $365K | Sell |
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|
2019
Q3 | $397K | Sell |
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|
2019
Q2 | $380K | Buy |
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|
2019
Q1 | $325K | Buy |
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|
2018
Q4 | $265K | Sell |
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|
2018
Q3 | $360K | Buy |
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|
2018
Q2 | $267K | Sell |
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|
2018
Q1 | $206K | Sell |
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|
2017
Q4 | $212K | Buy |
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