PWA
Phoenix Wealth Advisors’s lululemon athletica LULU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,194
| Closed | -$383K | – | 109 |
|
|
2022
Q4 | $383K | Sell |
1,194
-176
| -13% | -$56.4K | 0.23% | 59 |
|
|
2022
Q3 | $383K | Sell |
1,370
-51
| -4% | -$14.3K | 0.38% | 57 |
|
|
2022
Q2 | $387K | Sell |
1,421
-196
| -12% | -$53.4K | 0.38% | 55 |
|
|
2022
Q1 | $601K | Buy |
+1,617
| New | +$601K | 0.62% | 37 |
|