Founders Financial Securities’s Ulta Beauty ULTA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-829
| Closed | -$330K | – | 301 |
|
2022
Q1 | $330K | Sell |
829
-379
| -31% | -$151K | 0.06% | 206 |
|
2021
Q4 | $498K | Buy |
1,208
+53
| +5% | +$21.8K | 0.09% | 173 |
|
2021
Q3 | $417K | Buy |
1,155
+52
| +5% | +$18.8K | 0.08% | 188 |
|
2021
Q2 | $381K | Sell |
1,103
-48
| -4% | -$16.6K | 0.08% | 202 |
|
2021
Q1 | $356K | Buy |
1,151
+240
| +26% | +$74.2K | 0.08% | 184 |
|
2020
Q4 | $262K | Buy |
+911
| New | +$262K | 0.06% | 185 |
|