BKS Advisors’s lululemon athletica LULU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-3,000
| Closed | -$365K | – | 215 |
|
|
2018
Q4 | $365K | Buy |
+3,000
| New | +$365K | 0.17% | 134 |
|
|
2018
Q3 | – | Sell |
-4,800
| Closed | -$599K | – | 229 |
|
|
2018
Q2 | $599K | Hold |
4,800
| – | – | 0.21% | 119 |
|
|
2018
Q1 | $428K | Hold |
4,800
| – | – | 0.16% | 134 |
|
|
2017
Q4 | $377K | Hold |
4,800
| – | – | 0.14% | 141 |
|
|
2017
Q3 | $299K | Sell |
4,800
-1,000
| -17% | -$62.3K | 0.12% | 150 |
|
|
2017
Q2 | $346K | Buy |
5,800
+1,000
| +21% | +$59.7K | 0.14% | 142 |
|
|
2017
Q1 | $249K | Sell |
4,800
-7,200
| -60% | -$374K | 0.11% | 163 |
|
|
2016
Q4 | $780K | Sell |
12,000
-1,500
| -11% | -$97.5K | 0.37% | 76 |
|
|
2016
Q3 | $823K | Buy |
13,500
+4,000
| +42% | +$244K | 0.38% | 68 |
|
|
2016
Q2 | $702K | Sell |
9,500
-2,500
| -21% | -$185K | 0.36% | 74 |
|
|
2016
Q1 | $813K | Buy |
+12,000
| New | +$813K | 0.42% | 66 |
|