Lee Financial’s Ulta Beauty ULTA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-5
| Closed | -$2.45K | – | 780 |
|
2023
Q4 | $2.45K | Hold |
5
| – | – | ﹤0.01% | 703 |
|
2023
Q3 | $2K | Hold |
5
| – | – | ﹤0.01% | 684 |
|
2023
Q2 | $2.35K | Hold |
5
| – | – | ﹤0.01% | 631 |
|
2023
Q1 | $2.73K | Hold |
5
| – | – | ﹤0.01% | 614 |
|
2022
Q4 | $2.35K | Hold |
5
| – | – | ﹤0.01% | 664 |
|
2022
Q3 | $2K | Sell |
5
-1
| -17% | -$400 | ﹤0.01% | 712 |
|
2022
Q2 | $2K | Buy |
+6
| New | +$2K | ﹤0.01% | 743 |
|