Lee Capital Management’s Ulta Beauty ULTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $1.84M | Hold |
9,000
| – | – | 1.39% | 23 |
|
|
2017
Q4 | $2.01M | Hold |
9,000
| – | – | 1.71% | 22 |
|
|
2017
Q3 | $2.04M | Buy |
9,000
+2,000
| +29% | +$452K | 1.65% | 22 |
|
|
2017
Q2 | $2.01M | Hold |
7,000
| – | – | 1.79% | 21 |
|
|
2017
Q1 | $2M | Hold |
7,000
| – | – | 1.79% | 18 |
|
|
2016
Q4 | $1.79M | Buy |
+7,000
| New | +$1.79M | 1.68% | 20 |
|