Berman Capital Advisors’s lululemon athletica LULU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $391K | Buy |
970
+444
| +84% | +$179K | 0.06% | 163 |
|
|
2021
Q2 | $190K | Buy |
526
+286
| +119% | +$103K | 0.03% | 245 |
|
|
2021
Q1 | $73K | Buy |
240
+29
| +14% | +$8.82K | 0.02% | 368 |
|
|
2020
Q4 | $72K | Buy |
211
+110
| +109% | +$37.5K | 0.02% | 319 |
|
|
2020
Q3 | $33K | Buy |
101
+6
| +6% | +$1.96K | 0.01% | 452 |
|
|
2020
Q2 | $29K | Buy |
95
+13
| +16% | +$3.97K | 0.01% | 448 |
|
|
2020
Q1 | $14K | Sell |
82
-10
| -11% | -$1.71K | ﹤0.01% | 584 |
|
|
2019
Q4 | $21K | Hold |
92
| – | – | 0.01% | 522 |
|
|
2019
Q3 | $17K | Buy |
92
+34
| +59% | +$6.28K | 0.01% | 556 |
|
|
2019
Q2 | $10K | Hold |
58
| – | – | ﹤0.01% | 727 |
|
|
2019
Q1 | $9K | Buy |
58
+43
| +287% | +$6.67K | ﹤0.01% | 694 |
|
|
2018
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 1025 |
|