Freedman Financial Associates’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 |
-217
| Closed | -$87K | – | 413 |
|
|
2022
Q1 | $87K | Hold |
217
| – | – | 0.06% | 134 |
|
|
2021
Q4 | $89K | Hold |
217
| – | – | 0.06% | 133 |
|
|
2021
Q3 | $78K | Hold |
217
| – | – | 0.06% | 141 |
|
|
2021
Q2 | $75K | Hold |
217
| – | – | 0.06% | 142 |
|
|
2021
Q1 | $67K | Hold |
217
| – | – | 0.06% | 156 |
|
|
2020
Q4 | $62K | Buy |
+217
| New | +$62K | 0.06% | 151 |
|