Strategic 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-1,605
| Closed | -$627K | – | 243 |
|
2024
Q1 | $627K | Sell |
1,605
-138
| -8% | -$53.9K | 0.08% | 154 |
|
2023
Q4 | $891K | Buy |
+1,743
| New | +$891K | 0.13% | 106 |
|
2019
Q3 | – | Sell |
-1,710
| Closed | -$307K | – | 162 |
|
2019
Q2 | $307K | Buy |
1,710
+192
| +13% | +$34.5K | 0.17% | 98 |
|
2019
Q1 | $249K | Buy |
+1,518
| New | +$249K | 0.17% | 106 |
|