Concert 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-12,338
| Closed | -$643K | – | 694 |
|
|
2015
Q4 | $643K | Sell |
12,338
-1,206
| -9% | -$62.9K | 0.09% | 302 |
|
|
2015
Q3 | $685K | Sell |
13,544
-49
| -0.4% | -$2.48K | 0.09% | 278 |
|
|
2015
Q2 | $897K | Sell |
13,593
-449
| -3% | -$29.6K | 0.12% | 231 |
|
|
2015
Q1 | $829K | Buy |
14,042
+530
| +4% | +$31.3K | 0.24% | 116 |
|
|
2014
Q4 | $760K | Buy |
+13,512
| New | +$760K | 0.12% | 235 |
|