EWM
Evercore Wealth Management’s Ulta Beauty ULTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-5
| Closed | -$1K | – | 1040 |
|
|
2016
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 993 |
|
|
2016
Q1 | – | Sell |
-75
| Closed | -$14K | – | 1015 |
|
|
2015
Q4 | $14K | Hold |
75
| – | – | ﹤0.01% | 819 |
|
|
2015
Q3 | $12K | Hold |
75
| – | – | ﹤0.01% | 813 |
|
|
2015
Q2 | $12K | Sell |
75
-20
| -21% | -$3.2K | ﹤0.01% | 875 |
|
|
2015
Q1 | $14K | Buy |
95
+20
| +27% | +$2.95K | ﹤0.01% | 838 |
|
|
2014
Q4 | $10K | Hold |
75
| – | – | ﹤0.01% | 746 |
|
|
2014
Q3 | $9K | Hold |
75
| – | – | ﹤0.01% | 828 |
|
|
2014
Q2 | $7K | Hold |
75
| – | – | ﹤0.01% | 874 |
|
|
2014
Q1 | $7K | Hold |
75
| – | – | ﹤0.01% | 840 |
|
|
2013
Q4 | $7K | Buy |
+75
| New | +$7K | ﹤0.01% | 782 |
|