High Net Worth 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
Q1 | – | Sell |
-200
| Closed | -$93.8K | – | 553 |
|
|
2022
Q4 | $93.8K | Hold |
200
| – | – | 0.04% | 247 |
|
|
2022
Q3 | $80K | Hold |
200
| – | – | 0.03% | 261 |
|
|
2022
Q2 | $77K | Hold |
200
| – | – | 0.03% | 270 |
|
|
2022
Q1 | $80K | Hold |
200
| – | – | 0.03% | 277 |
|
|
2021
Q4 | $82K | Buy |
+200
| New | +$82K | 0.03% | 283 |
|