LWAM
Legacy Wealth Asset Management’s lululemon athletica LULU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,182
| Closed | -$447K | – | 343 |
|
|
2023
Q2 | $447K | Sell |
1,182
-45
| -4% | -$17K | 0.16% | 223 |
|
|
2023
Q1 | $447K | Buy |
1,227
+36
| +3% | +$13.1K | 0.16% | 223 |
|
|
2022
Q4 | $382K | Buy |
1,191
+188
| +19% | +$60.2K | 0.15% | 261 |
|
|
2022
Q3 | $280K | Sell |
1,003
-2,296
| -70% | -$641K | 0.12% | 272 |
|
|
2022
Q2 | $899K | Buy |
3,299
+86
| +3% | +$23.4K | 0.36% | 98 |
|
|
2022
Q1 | $1.17M | Buy |
3,213
+495
| +18% | +$181K | 0.42% | 69 |
|
|
2021
Q4 | $1.06M | Buy |
2,718
+648
| +31% | +$254K | 0.36% | 86 |
|
|
2021
Q3 | $838K | Sell |
2,070
-87
| -4% | -$35.2K | 0.38% | 99 |
|
|
2021
Q2 | $787K | Sell |
2,157
-199
| -8% | -$72.6K | 0.35% | 117 |
|
|
2021
Q1 | $723K | Sell |
2,356
-21
| -0.9% | -$6.44K | 0.33% | 121 |
|
|
2020
Q4 | $827K | Buy |
+2,377
| New | +$827K | 0.42% | 77 |
|