Capital Asset Advisory Services’s lululemon athletica LULU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-426
| Closed | -$218K | – | 325 |
|
|
2023
Q4 | $218K | Buy |
+426
| New | +$218K | 0.01% | 284 |
|
|
2022
Q3 | – | Sell |
-853
| Closed | -$233K | – | 535 |
|
|
2022
Q2 | $233K | Buy |
853
+40
| +5% | +$10.9K | 0.03% | 354 |
|
|
2022
Q1 | $297K | Buy |
+813
| New | +$297K | 0.03% | 330 |
|
|
2021
Q4 | – | Sell |
-559
| Closed | -$226K | – | 662 |
|
|
2021
Q3 | $226K | Sell |
559
-36
| -6% | -$14.6K | 0.03% | 395 |
|
|
2021
Q2 | $217K | Buy |
+595
| New | +$217K | 0.02% | 413 |
|
|
2021
Q1 | – | Sell |
-365
| Closed | -$127K | – | 1136 |
|
|
2020
Q4 | $127K | Buy |
+365
| New | +$127K | 0.02% | 407 |
|