Cooper/Haims Advisors’s lululemon athletica LULU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-542
| Closed | -$209K | – | 83 |
|
|
2023
Q3 | $209K | Hold |
542
| – | – | 0.16% | 69 |
|
|
2023
Q2 | $205K | Sell |
542
-100
| -16% | -$37.9K | 0.16% | 69 |
|
|
2023
Q1 | $234K | Hold |
642
| – | – | 0.19% | 60 |
|
|
2022
Q4 | $206K | Buy |
+642
| New | +$206K | 0.15% | 67 |
|
|
2022
Q2 | – | Sell |
-710
| Closed | -$259K | – | 80 |
|
|
2022
Q1 | $259K | Hold |
710
| – | – | 0.17% | 62 |
|
|
2021
Q4 | $278K | Sell |
710
-977
| -58% | -$383K | 0.17% | 62 |
|
|
2021
Q3 | $644K | Buy |
1,687
+710
| +73% | +$271K | 0.39% | 33 |
|
|
2021
Q2 | $357K | Hold |
977
| – | – | 0.23% | 50 |
|
|
2021
Q1 | $300K | Sell |
977
-50
| -5% | -$15.4K | 0.21% | 54 |
|
|
2020
Q4 | $357K | Buy |
1,027
+157
| +18% | +$54.6K | 0.27% | 38 |
|
|
2020
Q3 | $287K | Buy |
870
+50
| +6% | +$16.5K | 0.24% | 45 |
|
|
2020
Q2 | $256K | Buy |
+820
| New | +$256K | 0.21% | 42 |
|