Legacy Wealth Partners’s Ulta Beauty ULTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$1.13M Sell
3,260
-959
-23% -$332K 0.63% 41
2021
Q1
$1.3M Buy
4,219
+3
+0.1% +$927 0.76% 30
2020
Q4
$1.21M Buy
4,216
+1,451
+52% +$417K 0.76% 28
2020
Q3
$619K Buy
+2,765
New +$619K 0.44% 52