Lake Point Wealth Management’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 | $10K | Hold |
25
| – | – | 0.01% | 156 |
|
|
2022
Q1 | $10K | Hold |
25
| – | – | ﹤0.01% | 167 |
|
|
2021
Q4 | $10K | Hold |
25
| – | – | ﹤0.01% | 176 |
|
|
2021
Q3 | $9K | Hold |
25
| – | – | ﹤0.01% | 176 |
|
|
2021
Q2 | $9K | Buy |
+25
| New | +$9K | ﹤0.01% | 192 |
|
|
2020
Q1 | – | Sell |
-25
| Closed | -$6K | – | 459 |
|
|
2019
Q4 | $6K | Buy |
+25
| New | +$6K | ﹤0.01% | 348 |
|
|
2019
Q2 | $9K | Hold |
25
| – | – | ﹤0.01% | 350 |
|
|
2019
Q1 | $9K | Hold |
25
| – | – | ﹤0.01% | 350 |
|
|
2018
Q4 | $6K | Buy |
+25
| New | +$6K | ﹤0.01% | 534 |
|