Wealthfront’s Ulta Beauty ULTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,132
| Closed | -$325K | – | 517 |
|
|
2017
Q2 | $325K | Buy |
1,132
+5
| +0.4% | +$1.44K | ﹤0.01% | 365 |
|
|
2017
Q1 | $321K | Buy |
1,127
+172
| +18% | +$49K | 0.01% | 324 |
|
|
2016
Q4 | $243K | Sell |
955
-192
| -17% | -$48.9K | 0.01% | 336 |
|
|
2016
Q3 | $273K | Buy |
1,147
+57
| +5% | +$13.6K | 0.01% | 295 |
|
|
2016
Q2 | $266K | Buy |
+1,090
| New | +$266K | 0.01% | 285 |
|
|
2015
Q4 | – | Sell |
-26
| Closed | -$4K | – | 1012 |
|
|
2015
Q3 | $4K | Buy |
+26
| New | +$4K | ﹤0.01% | 1134 |
|