CWS Financial Advisors’s Ulta Beauty ULTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-870
Closed -$269K 162
2022
Q4
$269K Buy
+870
New +$269K 0.12% 114
2021
Q2
$301K Hold
870
0.12% 115
2021
Q1
$269K Hold
870
0.12% 114
2020
Q4
$250K Buy
+870
New +$250K 0.15% 110