Sheets Smith 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-998
| Closed | -$404K | – | 391 |
|
|
2021
Q3 | $404K | Buy |
+998
| New | +$404K | 0.05% | 248 |
|
|
2020
Q1 | – | Sell |
-4,100
| Closed | -$943K | – | 304 |
|
|
2019
Q4 | $943K | Buy |
4,100
+543
| +15% | +$125K | 0.18% | 129 |
|
|
2019
Q3 | $685K | Buy |
3,557
+102
| +3% | +$19.6K | 0.14% | 159 |
|
|
2019
Q2 | $623K | Sell |
3,455
-47
| -1% | -$8.48K | 0.13% | 170 |
|
|
2019
Q1 | $574K | Buy |
3,502
+19
| +0.5% | +$3.11K | 0.12% | 180 |
|
|
2018
Q4 | $424K | Buy |
3,483
+724
| +26% | +$88.1K | 0.11% | 179 |
|
|
2018
Q3 | $448K | Buy |
+2,759
| New | +$448K | 0.09% | 235 |
|