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Engrave Wealth Partners’s Ulta Beauty ULTA Stock Holding History

Engrave Wealth Partners’s Portfolio ULTA Stock Details ULTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-94
Closed -$19K – 403
2020
Q2 		$19K Buy
94
+44
+88% +$9.46K 0.02% 188
2020
Q1 		$8K Hold
50
– – 0.01% 229
2019
Q4 		$12K Buy
+50
New +$12.2K 0.01% 285

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ATO
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CIP
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ACM
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