Liberty Wealth Management’s lululemon athletica LULU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-419
| Closed | -$179K | – | 708 |
|
2021
Q3 | $179K | Buy |
419
+229
| +121% | +$97.8K | 0.06% | 181 |
|
2021
Q2 | $69K | Buy |
190
+69
| +57% | +$25.1K | 0.03% | 265 |
|
2021
Q1 | $40K | Hold |
121
| – | – | 0.02% | 324 |
|
2020
Q4 | $40K | Buy |
121
+93
| +332% | +$30.7K | 0.02% | 320 |
|
2020
Q3 | $9K | Sell |
28
-17
| -38% | -$5.46K | 0.01% | 534 |
|
2020
Q2 | $14K | Sell |
45
-1
| -2% | -$311 | 0.01% | 439 |
|
2020
Q1 | $9K | Buy |
46
+11
| +31% | +$2.15K | 0.01% | 483 |
|
2019
Q4 | $8K | Buy |
35
+21
| +150% | +$4.8K | 0.01% | 588 |
|
2019
Q3 | $3K | Hold |
14
| – | – | ﹤0.01% | 706 |
|
2019
Q2 | $3K | Hold |
14
| – | – | ﹤0.01% | 725 |
|
2019
Q1 | $2K | Buy |
14
+7
| +100% | +$1K | ﹤0.01% | 635 |
|
2018
Q4 | $0 | Buy |
+7
| New | – | ﹤0.01% | 779 |
|