Castle Rock Wealth Management’s lululemon athletica LULU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,411
| Closed | -$1.17M | – | 252 |
|
|
2024
Q3 | $1.17M | Buy |
+4,411
| New | +$1.17M | 0.28% | 101 |
|
|
2022
Q2 | – | Sell |
-1,185
| Closed | -$480K | – | 235 |
|
|
2022
Q1 | $480K | Buy |
1,185
+13
| +1% | +$5.27K | 0.22% | 132 |
|
|
2021
Q4 | $367K | Sell |
1,172
-687
| -37% | -$215K | 0.15% | 166 |
|
|
2021
Q3 | $867K | Buy |
1,859
+149
| +9% | +$69.5K | 0.3% | 102 |
|
|
2021
Q2 | $694K | Buy |
+1,710
| New | +$694K | 0.25% | 119 |
|