Gideon Capital Advisors’s lululemon athletica LULU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-8,559
| Closed | -$1.54M | – | 354 |
|
2019
Q2 | $1.54M | Buy |
8,559
+4,931
| +136% | +$888K | 0.53% | 61 |
|
2019
Q1 | $595K | Buy |
3,628
+915
| +34% | +$150K | 0.21% | 131 |
|
2018
Q4 | $330K | Buy |
+2,713
| New | +$330K | 0.13% | 243 |
|
2017
Q1 | – | Sell |
-8,040
| Closed | -$523K | – | 459 |
|
2016
Q4 | $523K | Buy |
+8,040
| New | +$523K | 0.33% | 75 |
|