Edge Wealth Management’s lululemon athletica LULU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-22
| Closed | -$7K | – | 424 |
|
|
2020
Q3 | $7K | Sell |
22
-318
| -94% | -$106K | ﹤0.01% | 337 |
|
|
2020
Q2 | $106K | Buy |
340
+200
| +143% | +$51.1K | 0.02% | 192 |
|
|
2020
Q1 | $27K | Hold |
140
| – | – | 0.01% | 289 |
|
|
2019
Q4 | $32K | Hold |
140
| – | – | 0.01% | 288 |
|
|
2019
Q3 | $26K | Hold |
140
| – | – | 0.01% | 310 |
|
|
2019
Q2 | $25K | Hold |
140
| – | – | 0.01% | 321 |
|
|
2019
Q1 | $23K | Hold |
140
| – | – | 0.01% | 319 |
|
|
2018
Q4 | $17K | Hold |
140
| – | – | ﹤0.01% | 345 |
|
|
2018
Q3 | $23K | Hold |
140
| – | – | 0.01% | 351 |
|
|
2018
Q2 | $17K | Hold |
140
| – | – | ﹤0.01% | 369 |
|
|
2018
Q1 | $12K | Hold |
140
| – | – | ﹤0.01% | 363 |
|
|
2017
Q4 | $11K | Hold |
140
| – | – | ﹤0.01% | 368 |
|
|
2017
Q3 | $9K | Hold |
140
| – | – | ﹤0.01% | 384 |
|
|
2017
Q2 | $8K | Sell |
140
-100
| -42% | -$5.21K | ﹤0.01% | 390 |
|
|
2017
Q1 | $12K | Buy |
240
+130
| +118% | +$8.56K | ﹤0.01% | 332 |
|
|
2016
Q4 | $7K | Hold |
110
| – | – | ﹤0.01% | 372 |
|
|
2016
Q3 | $7K | Hold |
110
| – | – | ﹤0.01% | 369 |
|
|
2016
Q2 | $8K | Hold |
110
| – | – | ﹤0.01% | 336 |
|
|
2016
Q1 | $7K | Sell |
110
-90
| -45% | -$5.41K | ﹤0.01% | 315 |
|
|
2015
Q4 | $11K | Hold |
200
| – | – | ﹤0.01% | 283 |
|
|
2015
Q3 | $10K | Hold |
200
| – | – | ﹤0.01% | 288 |
|
|
2015
Q2 | $13K | Buy |
200
+90
| +82% | +$5.85K | ﹤0.01% | 284 |
|
|
2015
Q1 | $7K | Sell |
110
-500
| -82% | -$32K | ﹤0.01% | 319 |
|
|
2014
Q4 | $34K | Hold |
610
| – | – | 0.01% | 224 |
|
|
2014
Q3 | $26K | Hold |
610
| – | – | 0.01% | 237 |
|
|
2014
Q2 | $25K | Sell |
610
-400
| -40% | -$18.2K | 0.01% | 230 |
|
|
2014
Q1 | $53K | Buy |
1,010
+610
| +153% | +$30.4K | 0.02% | 173 |
|
|
2013
Q4 | $24K | Hold |
400
| – | – | 0.01% | 212 |
|
|
2013
Q3 | $29K | Buy |
+400
| New | +$27.9K | 0.02% | 172 |
|