Lucia Wealth Services’s Ulta Beauty ULTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $189K | Hold |
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|
2020
Q2 | $172K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.42M | Buy |
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|
2019
Q3 | $936K | Buy |
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|
2019
Q2 | $241K | Sell |
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|
2019
Q1 | $366K | Buy |
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|
2018
Q4 | $150K | Sell |
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|
2018
Q3 | $323K | Sell |
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|
2018
Q2 | $2.6M | Sell |
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|
2018
Q1 | $2.32M | Buy |
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|
2017
Q4 | $1.27M | Buy |
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