RKL Wealth Management’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 |
-525
| Closed | -$268K | – | 162 |
|
|
2023
Q4 | $268K | Buy |
525
+1
| +0.2% | +$511 | 0.03% | 127 |
|
|
2023
Q3 | $202K | Buy |
+524
| New | +$202K | 0.02% | 130 |
|
|
2022
Q1 | – | Sell |
-617
| Closed | -$242K | – | 144 |
|
|
2021
Q4 | $242K | Buy |
617
+42
| +7% | +$16.5K | 0.03% | 117 |
|
|
2021
Q3 | $233K | Sell |
575
-3
| -0.5% | -$1.22K | 0.03% | 119 |
|
|
2021
Q2 | $211K | Buy |
+578
| New | +$211K | 0.03% | 125 |
|
|
2021
Q1 | – | Sell |
-606
| Closed | -$211K | – | 132 |
|
|
2020
Q4 | $211K | Buy |
+606
| New | +$211K | 0.03% | 122 |
|