One Wealth Advisors’s Ulta Beauty ULTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-126
| Closed | -$59.1K | – | 570 |
|
|
2022
Q4 | $59.1K | Buy |
+126
| New | +$59.1K | 0.01% | 380 |
|
|
2019
Q3 | – | Sell |
-722
| Closed | -$250K | – | 129 |
|
|
2019
Q2 | $250K | Sell |
722
-10
| -1% | -$3.46K | 0.21% | 89 |
|
|
2019
Q1 | $255K | Buy |
+732
| New | +$255K | 0.21% | 82 |
|
|
2018
Q4 | – | Sell |
-396
| Closed | -$112K | – | 447 |
|
|
2018
Q3 | $112K | Buy |
+396
| New | +$112K | 0.09% | 182 |
|