WP
WealthSource Partners’s lululemon athletica LULU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $494K | Hold |
966
| – | – | 0.03% | 326 |
|
|
2023
Q3 | $372K | Hold |
966
| – | – | 0.03% | 371 |
|
|
2023
Q2 | $366K | Hold |
966
| – | – | 0.02% | 377 |
|
|
2023
Q1 | $352K | Hold |
966
| – | – | 0.02% | 376 |
|
|
2022
Q4 | $309K | Sell |
966
-424
| -31% | -$136K | 0.02% | 389 |
|
|
2022
Q3 | $389K | Sell |
1,390
-29
| -2% | -$8.12K | 0.03% | 341 |
|
|
2022
Q2 | $387K | Sell |
1,419
-55
| -4% | -$15K | 0.03% | 350 |
|
|
2022
Q1 | $538K | Sell |
1,474
-148
| -9% | -$54K | 0.04% | 329 |
|
|
2021
Q4 | $635K | Buy |
1,622
+25
| +2% | +$9.79K | 0.05% | 271 |
|
|
2021
Q3 | $646K | Buy |
1,597
+497
| +45% | +$201K | 0.06% | 243 |
|
|
2021
Q2 | $401K | Sell |
1,100
-12
| -1% | -$4.38K | 0.04% | 312 |
|
|
2021
Q1 | $341K | Buy |
1,112
+50
| +5% | +$15.3K | 0.03% | 316 |
|
|
2020
Q4 | $370K | Buy |
1,062
+100
| +10% | +$34.8K | 0.04% | 252 |
|
|
2020
Q3 | $317K | Hold |
962
| – | – | 0.04% | 254 |
|
|
2020
Q2 | $300K | Sell |
962
-540
| -36% | -$168K | 0.04% | 242 |
|
|
2020
Q1 | $285K | Buy |
1,502
+610
| +68% | +$116K | 0.04% | 243 |
|
|
2019
Q4 | $207K | Buy |
+892
| New | +$207K | 0.03% | 391 |
|
|
2019
Q3 | – | Sell |
-1,377
| Closed | -$248K | – | 451 |
|
|
2019
Q2 | $248K | Sell |
1,377
-206
| -13% | -$37.1K | 0.04% | 377 |
|
|
2019
Q1 | $259K | Sell |
1,583
-225
| -12% | -$36.8K | 0.06% | 280 |
|
|
2018
Q4 | $220K | Buy |
+1,808
| New | +$220K | 0.06% | 260 |
|