Mogy Joel R Investment Counsel’s lululemon athletica LULU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-8,155
| Closed | -$343K | – | 149 |
|
|
2014
Q3 | $343K | Sell |
8,155
-2,950
| -27% | -$124K | 0.07% | 126 |
|
|
2014
Q2 | $450K | Buy |
11,105
+1,600
| +17% | +$64.8K | 0.09% | 113 |
|
|
2014
Q1 | $500K | Buy |
9,505
+400
| +4% | +$21K | 0.1% | 104 |
|
|
2013
Q4 | $537K | Buy |
9,105
+1,900
| +26% | +$112K | 0.11% | 100 |
|
|
2013
Q3 | $527K | Buy |
7,205
+150
| +2% | +$11K | 0.12% | 100 |
|
|
2013
Q2 | $462K | Buy |
+7,055
| New | +$462K | 0.11% | 100 |
|