Balasa Dinverno & Foltz’s lululemon athletica LULU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $332K | Sell |
1,188
-44
| -4% | -$12.3K | 0.02% | 253 |
|
|
2022
Q2 | $336K | Buy |
1,232
+196
| +19% | +$53.5K | 0.02% | 255 |
|
|
2022
Q1 | $378K | Sell |
1,036
-35
| -3% | -$12.8K | 0.03% | 229 |
|
|
2021
Q4 | $419K | Sell |
1,071
-21
| -2% | -$8.22K | 0.03% | 224 |
|
|
2021
Q3 | $442K | Hold |
1,092
| – | – | 0.03% | 205 |
|
|
2021
Q2 | $399K | Sell |
1,092
-23
| -2% | -$8.4K | 0.03% | 217 |
|
|
2021
Q1 | $342K | Sell |
1,115
-225
| -17% | -$69K | 0.03% | 222 |
|
|
2020
Q4 | $466K | Buy |
1,340
+101
| +8% | +$35.1K | 0.04% | 175 |
|
|
2020
Q3 | $408K | Buy |
1,239
+143
| +13% | +$47.1K | 0.04% | 175 |
|
|
2020
Q2 | $342K | Sell |
1,096
-778
| -42% | -$243K | 0.04% | 163 |
|
|
2020
Q1 | $355K | Buy |
1,874
+599
| +47% | +$113K | 0.04% | 165 |
|
|
2019
Q4 | $295K | Buy |
1,275
+30
| +2% | +$6.94K | 0.03% | 212 |
|
|
2019
Q3 | $240K | Sell |
1,245
-71
| -5% | -$13.7K | 0.03% | 221 |
|
|
2019
Q2 | $237K | Buy |
+1,316
| New | +$237K | 0.03% | 214 |
|