Fortitude Advisory Group’s Ulta Beauty ULTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-462
| Closed | -$252K | – | 228 |
|
|
2023
Q1 | $252K | Sell |
462
-4
| -0.9% | -$2.18K | 0.2% | 143 |
|
|
2022
Q4 | $219K | Buy |
+466
| New | +$219K | 0.19% | 168 |
|
|
2022
Q2 | – | Sell |
-158
| Closed | -$63K | – | 1211 |
|
|
2022
Q1 | $63K | Buy |
158
+6
| +4% | +$2.39K | 0.03% | 458 |
|
|
2021
Q4 | $63K | Buy |
+152
| New | +$63K | 0.03% | 466 |
|