Dorchester 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-400
| Closed | -$205K | – | 168 |
|
|
2023
Q4 | $205K | Buy |
+400
| New | +$205K | 0.04% | 149 |
|
|
2023
Q3 | – | Sell |
-1,950
| Closed | -$738K | – | 158 |
|
|
2023
Q2 | $738K | Sell |
1,950
-300
| -13% | -$114K | 0.15% | 80 |
|
|
2023
Q1 | $819K | Sell |
2,250
-500
| -18% | -$182K | 0.17% | 79 |
|
|
2022
Q4 | $881K | Hold |
2,750
| – | – | 0.21% | 68 |
|
|
2022
Q3 | $769K | Sell |
2,750
-290
| -10% | -$81.1K | 0.17% | 85 |
|
|
2022
Q2 | $829K | Buy |
3,040
+1,900
| +167% | +$518K | 0.17% | 84 |
|
|
2022
Q1 | $520K | Buy |
1,140
+440
| +63% | +$201K | 0.08% | 104 |
|
|
2021
Q4 | $271K | Buy |
+700
| New | +$271K | 0.05% | 129 |
|