Aurora Private Wealth’s Ulta Beauty ULTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-725
| Closed | -$384K | – | 157 |
|
|
2024
Q1 | $384K | Hold |
725
| – | – | 0.33% | 79 |
|
|
2023
Q4 | $355K | Hold |
725
| – | – | 0.33% | 80 |
|
|
2023
Q3 | $290K | Hold |
725
| – | – | 0.32% | 88 |
|
|
2023
Q2 | $341K | Hold |
725
| – | – | 0.39% | 75 |
|
|
2023
Q1 | $396K | Buy |
+725
| New | +$396K | 0.42% | 69 |
|