Alta Wealth Advisors’s lululemon athletica LULU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-994
| Closed | -$508K | – | 131 |
|
|
2023
Q4 | $508K | Buy |
994
+50
| +5% | +$25.6K | 0.28% | 80 |
|
|
2023
Q3 | $364K | Sell |
944
-60
| -6% | -$23.1K | 0.22% | 100 |
|
|
2023
Q2 | $380K | Buy |
1,004
+52
| +5% | +$19.7K | 0.22% | 107 |
|
|
2023
Q1 | $347K | Sell |
952
-488
| -34% | -$178K | 0.22% | 112 |
|
|
2022
Q4 | $461K | Buy |
1,440
+89
| +7% | +$28.5K | 0.31% | 97 |
|
|
2022
Q3 | $378K | Buy |
1,351
+27
| +2% | +$7.55K | 0.27% | 109 |
|
|
2022
Q2 | $361K | Buy |
1,324
+78
| +6% | +$21.3K | 0.25% | 108 |
|
|
2022
Q1 | $455K | Sell |
1,246
-138
| -10% | -$50.4K | 0.27% | 107 |
|
|
2021
Q4 | $542K | Buy |
1,384
+113
| +9% | +$44.3K | 0.33% | 95 |
|
|
2021
Q3 | $514K | Buy |
1,271
+13
| +1% | +$5.26K | 0.37% | 94 |
|
|
2021
Q2 | $459K | Hold |
1,258
| – | – | 0.34% | 103 |
|
|
2021
Q1 | $386K | Buy |
1,258
+37
| +3% | +$11.4K | 0.32% | 103 |
|
|
2020
Q4 | $425K | Buy |
+1,221
| New | +$425K | 0.36% | 90 |
|