PFWA
Paces Ferry Wealth Advisors’s lululemon athletica LULU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,324
| Closed | -$517K | – | 116 |
|
|
2024
Q1 | $517K | Buy |
1,324
+100
| +8% | +$39.1K | 0.33% | 57 |
|
|
2023
Q4 | $626K | Hold |
1,224
| – | – | 0.44% | 51 |
|
|
2023
Q3 | $472K | Sell |
1,224
-1
| -0.1% | -$386 | 0.37% | 57 |
|
|
2023
Q2 | $464K | Sell |
1,225
-85
| -6% | -$32.2K | 0.35% | 57 |
|
|
2023
Q1 | $477K | Buy |
1,310
+4
| +0.3% | +$1.46K | 0.38% | 53 |
|
|
2022
Q4 | $418K | Sell |
1,306
-2
| -0.2% | -$641 | 0.41% | 58 |
|
|
2022
Q3 | $366K | Hold |
1,308
| – | – | 0.4% | 60 |
|
|
2022
Q2 | $357K | Buy |
1,308
+1
| +0.1% | +$273 | 0.35% | 64 |
|
|
2022
Q1 | $477K | Hold |
1,307
| – | – | 0.38% | 55 |
|
|
2021
Q4 | $512K | Sell |
1,307
-2
| -0.2% | -$783 | 0.37% | 55 |
|
|
2021
Q3 | $530K | Buy |
1,309
+2
| +0.2% | +$810 | 0.42% | 58 |
|
|
2021
Q2 | $477K | Hold |
1,307
| – | – | 0.36% | 66 |
|
|
2021
Q1 | $401K | Sell |
1,307
-100
| -7% | -$30.7K | 0.35% | 68 |
|
|
2020
Q4 | $490K | Buy |
1,407
+100
| +8% | +$34.8K | 0.45% | 54 |
|
|
2020
Q3 | $430K | Buy |
+1,307
| New | +$430K | 0.37% | 61 |
|