YorkBridge Wealth Partners’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $417K | Sell |
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|
2022
Q3 | $365K | Buy |
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|
2022
Q2 | $236K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $179K | Sell |
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|
2019
Q1 | $191K | Sell |
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|
2018
Q4 | $162K | Buy |
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|
2018
Q3 | $45K | Hold |
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|
2018
Q2 | $34K | Hold |
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|
2018
Q1 | $27K | Hold |
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|
2017
Q4 | $22K | Hold |
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|
2017
Q3 | $19K | Hold |
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|
2017
Q2 | $17K | Hold |
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|
2017
Q1 | $17K | Hold |
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|
2016
Q4 | $15K | Buy |
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