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Linscomb Wealth’s Ulta Beauty ULTA Stock Holding History

Linscomb Wealth’s Portfolio ULTA Stock Details ULTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-2,544
Closed -$447K – 374
2020
Q1 		$447K Sell
2,544
-981
-28% -$172K 0.04% 274
2019
Q4 		$892K Buy
+3,525
New +$892K 0.06% 241