Financial Architects (New Jersey)’s lululemon athletica LULU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-26
| Closed | -$8K | – | 543 |
|
|
2020
Q2 | $8K | Buy |
+26
| New | +$8K | ﹤0.01% | 674 |
|
|
2020
Q1 | – | Sell |
-11
| Closed | -$3K | – | 891 |
|
|
2019
Q4 | $3K | Hold |
11
| – | – | ﹤0.01% | 810 |
|
|
2019
Q3 | $2K | Hold |
11
| – | – | ﹤0.01% | 894 |
|
|
2019
Q2 | $2K | Sell |
11
-796
| -99% | -$145K | ﹤0.01% | 977 |
|
|
2019
Q1 | $132K | Buy |
807
+18
| +2% | +$2.94K | 0.02% | 366 |
|
|
2018
Q4 | $96K | Sell |
789
-58
| -7% | -$7.06K | 0.02% | 378 |
|
|
2018
Q3 | $138K | Buy |
847
+142
| +20% | +$23.1K | 0.02% | 340 |
|
|
2018
Q2 | $88K | Buy |
+705
| New | +$88K | 0.02% | 429 |
|
|
2017
Q4 | – | Sell |
-4,325
| Closed | -$269K | – | 1407 |
|
|
2017
Q3 | $269K | Sell |
4,325
-2,115
| -33% | -$132K | 0.05% | 249 |
|
|
2017
Q2 | $384K | Buy |
6,440
+2,515
| +64% | +$150K | 0.07% | 172 |
|
|
2017
Q1 | $204K | Buy |
3,925
+1,925
| +96% | +$100K | 0.04% | 274 |
|
|
2016
Q4 | $130K | Buy |
2,000
+800
| +67% | +$52K | 0.03% | 328 |
|
|
2016
Q3 | $73K | Buy |
+1,200
| New | +$73K | 0.02% | 469 |
|
|
2015
Q1 | – | Sell |
-100
| Closed | -$6K | – | 971 |
|
|
2014
Q4 | $6K | Sell |
100
-100
| -50% | -$6K | ﹤0.01% | 782 |
|
|
2014
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 647 |
|
|
2014
Q2 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 680 |
|