CWA
Canvas Wealth Advisors’s lululemon athletica LULU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-635
| Closed | -$243K | – | 193 |
|
|
2024
Q4 | $243K | Buy |
+635
| New | +$243K | 0.06% | 148 |
|
|
2024
Q2 | – | Sell |
-774
| Closed | -$267K | – | 159 |
|
|
2024
Q1 | $267K | Buy |
774
+337
| +77% | +$116K | 0.09% | 115 |
|
|
2023
Q4 | $210K | Sell |
437
-528
| -55% | -$253K | 0.08% | 120 |
|
|
2023
Q3 | $382K | Sell |
965
-70
| -7% | -$27.7K | 0.16% | 79 |
|
|
2023
Q2 | $394K | Buy |
1,035
+71
| +7% | +$27K | 0.15% | 81 |
|
|
2023
Q1 | $364K | Buy |
+964
| New | +$364K | 0.15% | 91 |
|
|
2022
Q1 | – | Sell |
-1,634
| Closed | -$640K | – | 159 |
|
|
2021
Q4 | $640K | Sell |
1,634
-324
| -17% | -$127K | 0.23% | 78 |
|
|
2021
Q3 | $792K | Sell |
1,958
-320
| -14% | -$129K | 0.32% | 62 |
|
|
2021
Q2 | $831K | Buy |
2,278
+73
| +3% | +$26.6K | 0.37% | 58 |
|
|
2021
Q1 | $714K | Buy |
+2,205
| New | +$714K | 0.42% | 56 |
|