Regal Investment Advisors’s lululemon athletica LULU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-738
| Closed | -$257K | – | 256 |
|
|
2020
Q4 | $257K | Buy |
+738
| New | +$257K | 0.03% | 392 |
|
|
2020
Q3 | – | Sell |
-701
| Closed | -$219K | – | 152 |
|
|
2020
Q2 | $219K | Buy |
+701
| New | +$219K | 0.04% | 295 |
|
|
2015
Q4 | – | Sell |
-80
| Closed | -$4K | – | 621 |
|
|
2015
Q3 | $4K | Hold |
80
| – | – | ﹤0.01% | 839 |
|
|
2015
Q2 | $5K | Hold |
80
| – | – | ﹤0.01% | 747 |
|
|
2015
Q1 | $5K | Sell |
80
-715
| -90% | -$44.7K | ﹤0.01% | 813 |
|
|
2014
Q4 | $44K | Sell |
795
-660
| -45% | -$36.5K | 0.01% | 413 |
|
|
2014
Q3 | $0 | Sell |
1,455
-404
| -22% | – | ﹤0.01% | 960 |
|
|
2014
Q2 | $5K | Buy |
1,859
+1,369
| +279% | +$3.68K | ﹤0.01% | 767 |
|
|
2014
Q1 | $0 | Buy |
490
+170
| +53% | – | ﹤0.01% | 920 |
|
|
2013
Q4 | $0 | Sell |
320
-446
| -58% | – | ﹤0.01% | 900 |
|
|
2013
Q3 | $56K | Buy |
766
+256
| +50% | +$18.7K | 0.03% | 288 |
|
|
2013
Q2 | $33K | Buy |
+510
| New | +$33K | 0.02% | 358 |
|