Evolution Wealth Advisors’s Ulta Beauty ULTA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-10
| Closed | -$4K | – | 602 |
|
2021
Q3 | $4K | Hold |
10
| – | – | ﹤0.01% | 575 |
|
2021
Q2 | $3K | Sell |
10
-13
| -57% | -$3.9K | ﹤0.01% | 608 |
|
2021
Q1 | $7K | Buy |
23
+13
| +130% | +$3.96K | ﹤0.01% | 488 |
|
2020
Q4 | $3K | Hold |
10
| – | – | ﹤0.01% | 543 |
|
2020
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 571 |
|
2020
Q2 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 512 |
|
2019
Q3 | – | Sell |
-7
| Closed | -$2K | – | 586 |
|
2019
Q2 | $2K | Buy |
+7
| New | +$2K | ﹤0.01% | 448 |
|