Charter Oak Capital Management’s lululemon athletica LULU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-288
| Closed | -$79K | – | 564 |
|
|
2022
Q2 | $79K | Hold |
288
| – | – | 0.01% | 274 |
|
|
2022
Q1 | $105K | Buy |
288
+108
| +60% | +$39.4K | 0.01% | 247 |
|
|
2021
Q4 | $70K | Hold |
180
| – | – | 0.01% | 299 |
|
|
2021
Q3 | $73K | Buy |
180
+1
| +0.6% | +$406 | 0.01% | 281 |
|
|
2021
Q2 | $65K | Hold |
179
| – | – | 0.01% | 287 |
|
|
2021
Q1 | $55K | Hold |
179
| – | – | 0.01% | 304 |
|
|
2020
Q4 | $62K | Buy |
+179
| New | +$62K | 0.01% | 269 |
|