TriaGen Wealth Management’s Ulta Beauty ULTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,112
| Closed | -$2.24M | – | 182 |
|
|
2023
Q1 | $2.24M | Sell |
4,112
-68
| -2% | -$37.1K | 1.13% | 20 |
|
|
2022
Q4 | $1.96M | Sell |
4,180
-42
| -1% | -$19.7K | 1.09% | 21 |
|
|
2022
Q3 | $1.69M | Buy |
+4,222
| New | +$1.69M | 0.94% | 32 |
|
|
2021
Q3 | – | Sell |
-814
| Closed | -$273K | – | 197 |
|
|
2021
Q2 | $273K | Buy |
+814
| New | +$273K | 0.14% | 156 |
|