WFG Advisors’s lululemon athletica LULU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-100
| Closed | -$5K | – | 1611 |
|
|
2017
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 1220 |
|
|
2016
Q4 | $6K | Sell |
100
-407
| -80% | -$24.4K | ﹤0.01% | 1221 |
|
|
2016
Q3 | $31K | Sell |
507
-200
| -28% | -$12.2K | 0.01% | 828 |
|
|
2016
Q2 | $52K | Sell |
707
-300
| -30% | -$22.1K | 0.01% | 678 |
|
|
2016
Q1 | $68K | Sell |
1,007
-500
| -33% | -$33.8K | 0.02% | 582 |
|
|
2015
Q4 | $79K | Sell |
1,507
-2,534
| -63% | -$133K | 0.02% | 529 |
|
|
2015
Q3 | $205K | Sell |
4,041
-175
| -4% | -$8.88K | 0.06% | 284 |
|
|
2015
Q2 | $275K | Sell |
4,216
-100
| -2% | -$6.52K | 0.08% | 264 |
|
|
2015
Q1 | $276K | Buy |
4,316
+4,109
| +1,985% | +$263K | 0.08% | 269 |
|
|
2014
Q4 | $12K | Buy |
207
+200
| +2,857% | +$11.6K | ﹤0.01% | 1382 |
|
|
2014
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 2115 |
|
|
2014
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 2010 |
|
|
2014
Q1 | $0 | Sell |
7
-98
| -93% | – | ﹤0.01% | 2111 |
|
|
2013
Q4 | $6K | Sell |
105
-223
| -68% | -$12.7K | ﹤0.01% | 1713 |
|
|
2013
Q3 | $24K | Buy |
328
+30
| +10% | +$2.2K | ﹤0.01% | 1205 |
|
|
2013
Q2 | $20K | Buy |
+298
| New | +$20K | ﹤0.01% | 1210 |
|