TRUE Private Wealth 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
Q1 | – | Sell |
-500
| Closed | -$256K | – | 298 |
|
|
2023
Q4 | $256K | Buy |
+500
| New | +$256K | 0.03% | 239 |
|
|
2023
Q3 | – | Sell |
-575
| Closed | -$218K | – | 268 |
|
|
2023
Q2 | $218K | Hold |
575
| – | – | 0.03% | 222 |
|
|
2023
Q1 | $209K | Sell |
575
-71
| -11% | -$25.9K | 0.03% | 214 |
|
|
2022
Q4 | $207K | Buy |
+646
| New | +$207K | 0.03% | 207 |
|
|
2022
Q1 | – | Sell |
-525
| Closed | -$205K | – | 258 |
|
|
2021
Q4 | $205K | Hold |
525
| – | – | 0.03% | 252 |
|
|
2021
Q3 | $212K | Sell |
525
-40
| -7% | -$16.2K | 0.03% | 227 |
|
|
2021
Q2 | $206K | Buy |
+565
| New | +$206K | 0.03% | 224 |
|
|
2021
Q1 | – | Sell |
-610
| Closed | -$212K | – | 501 |
|
|
2020
Q4 | $212K | Buy |
610
+18
| +3% | +$6.26K | 0.04% | 191 |
|
|
2020
Q3 | $194K | Buy |
592
+100
| +20% | +$32.8K | 0.03% | 186 |
|
|
2020
Q2 | $153K | Buy |
492
+286
| +139% | +$88.9K | 0.03% | 193 |
|
|
2020
Q1 | $39K | Buy |
206
+188
| +1,044% | +$35.6K | 0.01% | 311 |
|
|
2019
Q4 | $4K | Buy |
+18
| New | +$4K | ﹤0.01% | 693 |
|
|
2019
Q3 | – | Sell |
-65
| Closed | -$11K | – | 514 |
|
|
2019
Q2 | $11K | Buy |
+65
| New | +$11K | ﹤0.01% | 534 |
|
|
2018
Q4 | – | Sell |
-988
| Closed | -$161K | – | 636 |
|
|
2018
Q3 | $161K | Buy |
+988
| New | +$161K | 0.02% | 294 |
|