Heritage Wealth Management (Arizona)’s lululemon athletica LULU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $10.9K | Buy |
34
+17
| +100% | +$5.45K | ﹤0.01% | 764 |
|
2022
Q3 | $5K | Hold |
17
| – | – | ﹤0.01% | 761 |
|
2022
Q2 | $4.63K | Sell |
17
-6
| -26% | -$1.64K | ﹤0.01% | 779 |
|
2022
Q1 | $8K | Buy |
+23
| New | +$8K | ﹤0.01% | 739 |
|
2021
Q3 | $9K | Hold |
23
| – | – | ﹤0.01% | 667 |
|
2021
Q2 | $8K | Hold |
23
| – | – | ﹤0.01% | 689 |
|
2021
Q1 | $7K | Buy |
+23
| New | +$7K | ﹤0.01% | 610 |
|