Rockbridge Investment 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 |
-84
| Closed | -$42.9K | – | 407 |
|
|
2023
Q4 | $42.9K | Buy |
+84
| New | +$42.9K | 0.01% | 248 |
|
|
2022
Q3 | – | Sell |
-84
| Closed | -$22.9K | – | 383 |
|
|
2022
Q2 | $22.9K | Hold |
84
| – | – | 0.01% | 288 |
|
|
2022
Q1 | $30.9K | Hold |
84
| – | – | ﹤0.01% | 360 |
|
|
2021
Q4 | $33K | Hold |
84
| – | – | ﹤0.01% | 413 |
|
|
2021
Q3 | $34K | Hold |
84
| – | – | 0.01% | 372 |
|
|
2021
Q2 | $31K | Hold |
84
| – | – | 0.01% | 384 |
|
|
2021
Q1 | $26K | Hold |
84
| – | – | ﹤0.01% | 381 |
|
|
2020
Q4 | $29K | Hold |
84
| – | – | 0.01% | 355 |
|
|
2020
Q3 | $28K | Hold |
84
| – | – | 0.01% | 332 |
|
|
2020
Q2 | $26K | Buy |
+84
| New | +$26K | 0.01% | 304 |
|