True Link Financial Advisors’s Ulta Beauty ULTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-275
| Closed | -$113K | – | 266 |
|
|
2021
Q4 | $113K | Hold |
275
| – | – | 0.02% | 337 |
|
|
2021
Q3 | $99K | Hold |
275
| – | – | 0.01% | 388 |
|
|
2021
Q2 | $95K | Hold |
275
| – | – | 0.01% | 353 |
|
|
2021
Q1 | $85K | Hold |
275
| – | – | 0.01% | 431 |
|
|
2020
Q4 | $79K | Buy |
+275
| New | +$79K | 0.01% | 468 |
|