PWAG
Polaris Wealth Advisory Group’s Ulta Beauty ULTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,219
| Closed | -$285K | – | 207 |
|
|
2020
Q3 | $285K | Buy |
+1,219
| New | +$285K | 0.03% | 134 |
|
|
2020
Q1 | – | Sell |
-13,912
| Closed | -$3.85M | – | 177 |
|
|
2019
Q4 | $3.85M | Sell |
13,912
-524
| -4% | -$145K | 0.26% | 73 |
|
|
2019
Q3 | $3.79M | Buy |
+14,436
| New | +$3.79M | 0.31% | 56 |
|
|
2019
Q2 | – | Sell |
-10,893
| Closed | -$3.84M | – | 176 |
|
|
2019
Q1 | $3.84M | Buy |
+10,893
| New | +$3.84M | 0.29% | 64 |
|