TriaGen 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,400
| Closed | -$1.09M | – | 175 |
|
|
2022
Q4 | $1.09M | Sell |
3,400
-3,426
| -50% | -$1.1M | 0.61% | 47 |
|
|
2022
Q3 | $1.91M | Buy |
+6,826
| New | +$1.91M | 1.05% | 26 |
|
|
2022
Q1 | – | Sell |
-542
| Closed | -$212K | – | 187 |
|
|
2021
Q4 | $212K | Hold |
542
| – | – | 0.1% | 175 |
|
|
2021
Q3 | $219K | Buy |
542
+2
| +0.4% | +$808 | 0.12% | 167 |
|
|
2021
Q2 | $216K | Buy |
+540
| New | +$216K | 0.11% | 169 |
|