Center for Financial Planning’s Ulta Beauty ULTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-29
| Closed | -$9K | – | 542 |
|
|
2021
Q1 | $9K | Hold |
29
| – | – | ﹤0.01% | 402 |
|
|
2020
Q4 | $8K | Hold |
29
| – | – | ﹤0.01% | 367 |
|
|
2020
Q3 | $6K | Hold |
29
| – | – | ﹤0.01% | 352 |
|
|
2020
Q2 | $6K | Hold |
29
| – | – | ﹤0.01% | 352 |
|
|
2020
Q1 | $5K | Hold |
29
| – | – | ﹤0.01% | 421 |
|
|
2019
Q4 | $7K | Buy |
+29
| New | +$7K | ﹤0.01% | 346 |
|