Vahanian & Associates Financial Planning’s lululemon athletica LULU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-832
| Closed | -$321K | – | 56 |
|
|
2023
Q3 | $321K | Sell |
832
-252
| -23% | -$97.2K | 1.03% | 37 |
|
|
2023
Q2 | $410K | Buy |
1,084
+60
| +6% | +$22.7K | 1.3% | 29 |
|
|
2023
Q1 | $373K | Buy |
+1,024
| New | +$373K | 1.03% | 36 |
|
|
2022
Q1 | – | Sell |
-621
| Closed | -$243K | – | 114 |
|
|
2021
Q4 | $243K | Buy |
+621
| New | +$243K | 0.2% | 137 |
|