Planning Alternatives’s lululemon athletica LULU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-507
| Closed | -$259K | – | 51 |
|
|
2023
Q4 | $259K | Buy |
+507
| New | +$259K | 0.05% | 42 |
|
|
2023
Q3 | – | Sell |
-634
| Closed | -$240K | – | 47 |
|
|
2023
Q2 | $240K | Sell |
634
-200
| -24% | -$75.7K | 0.04% | 42 |
|
|
2023
Q1 | $304K | Hold |
834
| – | – | 0.06% | 36 |
|
|
2022
Q4 | $267K | Sell |
834
-340
| -29% | -$109K | 0.05% | 41 |
|
|
2022
Q3 | $328K | Sell |
1,174
-103
| -8% | -$28.8K | 0.07% | 33 |
|
|
2022
Q2 | $348K | Hold |
1,277
| – | – | 0.07% | 34 |
|
|
2022
Q1 | $466K | Sell |
1,277
-560
| -30% | -$204K | 0.07% | 33 |
|
|
2021
Q4 | $719K | Hold |
1,837
| – | – | 0.11% | 31 |
|
|
2021
Q3 | $743K | Buy |
+1,837
| New | +$743K | 0.12% | 30 |
|