BFWA
Benchmark Financial Wealth Advisors’s lululemon athletica LULU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-664
| Closed | -$204K | – | 70 |
|
|
2021
Q1 | $204K | Sell |
664
-251
| -27% | -$77.1K | 0.11% | 58 |
|
|
2020
Q4 | $318K | Buy |
915
+39
| +4% | +$13.6K | 0.18% | 45 |
|
|
2020
Q3 | $289K | Buy |
876
+36
| +4% | +$11.9K | 0.19% | 43 |
|
|
2020
Q2 | $262K | Buy |
+840
| New | +$262K | 0.19% | 41 |
|