Affinity Wealth Management’s lululemon athletica LULU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-10,506
| Closed | -$3.6M | – | 102 |
|
|
2020
Q4 | $3.6M | Buy |
10,506
+499
| +5% | +$171K | 0.76% | 29 |
|
|
2020
Q3 | $3.37M | Buy |
10,007
+250
| +3% | +$84.1K | 0.91% | 21 |
|
|
2020
Q2 | $3.18M | Buy |
9,757
+1,753
| +22% | +$571K | 4.01% | 6 |
|
|
2020
Q1 | $1.75M | Buy |
8,004
+155
| +2% | +$33.9K | 1.05% | 14 |
|
|
2019
Q4 | $1.82M | Buy |
7,849
+172
| +2% | +$39.8K | 0.67% | 27 |
|
|
2019
Q3 | $1.48M | Buy |
7,677
+289
| +4% | +$55.6K | 0.59% | 30 |
|
|
2019
Q2 | $1.33M | Buy |
7,388
+302
| +4% | +$54.4K | 0.52% | 30 |
|
|
2019
Q1 | $1.16M | Buy |
7,086
+4,509
| +175% | +$739K | 0.46% | 33 |
|
|
2018
Q4 | $313K | Buy |
+2,577
| New | +$313K | 0.19% | 70 |
|