PFG Private Wealth Management’s lululemon athletica LULU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-378
| Closed | -$113K | – | 248 |
|
|
2024
Q2 | $113K | Buy |
378
+79
| +26% | +$23.6K | 0.07% | 77 |
|
|
2024
Q1 | $117K | Buy |
299
+10
| +3% | +$3.91K | 0.07% | 75 |
|
|
2023
Q4 | $148K | Buy |
289
+196
| +211% | +$100K | 0.1% | 59 |
|
|
2023
Q3 | $35.9K | Sell |
93
-194
| -68% | -$74.8K | 0.03% | 111 |
|
|
2023
Q2 | $109K | Buy |
287
+1
| +0.3% | +$379 | 0.06% | 95 |
|
|
2023
Q1 | $104K | Buy |
286
+28
| +11% | +$10.2K | 0.07% | 92 |
|
|
2022
Q4 | $83K | Sell |
258
-16
| -6% | -$5.15K | 0.05% | 103 |
|
|
2022
Q3 | $77K | Sell |
274
-3
| -1% | -$843 | 0.05% | 109 |
|
|
2022
Q2 | $76K | Sell |
277
-42
| -13% | -$11.5K | 0.04% | 138 |
|
|
2022
Q1 | $117K | Buy |
+319
| New | +$117K | 0.06% | 86 |
|