TrueWealth LLC’s Ulta Beauty ULTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-10
| Closed | -$3K | – | 739 |
|
|
2019
Q2 | $3K | Hold |
10
| – | – | ﹤0.01% | 634 |
|
|
2019
Q1 | $3K | Hold |
10
| – | – | ﹤0.01% | 646 |
|
|
2018
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 674 |
|
|
2018
Q3 | $3K | Hold |
10
| – | – | ﹤0.01% | 696 |
|
|
2018
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 756 |
|
|
2018
Q1 | $2K | Hold |
10
| – | – | ﹤0.01% | 722 |
|
|
2017
Q4 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 823 |
|