AO
Advisor OS’s lululemon athletica LULU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-636
| Closed | -$204K | – | 245 |
|
|
2022
Q4 | $204K | Sell |
636
-172
| -21% | -$55.1K | 0.05% | 207 |
|
|
2022
Q3 | $226K | Sell |
808
-1
| -0.1% | -$280 | 0.07% | 181 |
|
|
2022
Q2 | $221K | Sell |
809
-69
| -8% | -$18.8K | 0.06% | 195 |
|
|
2022
Q1 | $321K | Sell |
878
-1,711
| -66% | -$626K | 0.09% | 171 |
|
|
2021
Q4 | $1.01M | Buy |
2,589
+546
| +27% | +$214K | 0.21% | 110 |
|
|
2021
Q3 | $825K | Sell |
2,043
-17
| -0.8% | -$6.87K | 0.18% | 107 |
|
|
2021
Q2 | $753K | Buy |
2,060
+362
| +21% | +$132K | 0.16% | 108 |
|
|
2021
Q1 | $520K | Buy |
1,698
+379
| +29% | +$116K | 0.12% | 118 |
|
|
2020
Q4 | $460K | Buy |
1,319
+94
| +8% | +$32.8K | 0.12% | 88 |
|
|
2020
Q3 | $404K | Sell |
1,225
-738
| -38% | -$243K | 0.17% | 64 |
|
|
2020
Q2 | $612K | Buy |
+1,963
| New | +$612K | 0.36% | 58 |
|