WealthPLAN Partners’s Ulta Beauty ULTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-85
| Closed | -$40K | – | 1113 |
|
|
2023
Q2 | $40K | Hold |
85
| – | – | 0.01% | 551 |
|
|
2023
Q1 | $46.4K | Buy |
+85
| New | +$46.4K | 0.01% | 572 |
|
|
2016
Q3 | $23.9K | Sell |
100
-18
| -15% | -$4.29K | 0.01% | 447 |
|
|
2016
Q2 | $26.6K | Buy |
+118
| New | +$26.6K | ﹤0.01% | 1239 |
|
|
2015
Q4 | $19.4K | Buy |
+115
| New | +$19.4K | ﹤0.01% | 933 |
|