PIWA
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Prevail Innovative Wealth Advisors’s Ulta Beauty ULTA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-5,834
Closed -$2.33M 159
2023
Q3
$2.33M Buy
5,834
+3,631
+165% +$1.45M 1.21% 31
2023
Q2
$1.04M Buy
+2,203
New +$1.04M 0.57% 57