180 Wealth Advisors’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,326
| Closed | -$340K | – | 368 |
|
|
2022
Q2 | $340K | Buy |
1,326
+123
| +10% | +$31.5K | 0.09% | 228 |
|
|
2022
Q1 | $330K | Buy |
1,203
+6
| +0.5% | +$1.65K | 0.07% | 259 |
|
|
2021
Q4 | $356K | Buy |
1,197
+52
| +5% | +$15.5K | 0.08% | 240 |
|
|
2021
Q3 | $367K | Buy |
1,145
+218
| +24% | +$69.9K | 0.08% | 239 |
|
|
2021
Q2 | $304K | Sell |
927
-145
| -14% | -$47.6K | 0.07% | 277 |
|
|
2021
Q1 | $318K | Sell |
1,072
-132
| -11% | -$39.2K | 0.08% | 238 |
|
|
2020
Q4 | $299K | Sell |
1,204
-45
| -4% | -$11.2K | 0.09% | 224 |
|
|
2020
Q3 | $282K | Sell |
1,249
-33
| -3% | -$7.45K | 0.11% | 191 |
|
|
2020
Q2 | $254K | Sell |
1,282
-365
| -22% | -$72.3K | 0.1% | 198 |
|
|
2020
Q1 | $246K | Buy |
1,647
+48
| +3% | +$7.17K | 0.13% | 180 |
|
|
2019
Q4 | $349K | Sell |
1,599
-122
| -7% | -$26.6K | 0.14% | 178 |
|
|
2019
Q3 | $334K | Buy |
1,721
+221
| +15% | +$42.9K | 0.15% | 173 |
|
|
2019
Q2 | $274K | Sell |
1,500
-47
| -3% | -$8.59K | 0.12% | 194 |
|
|
2019
Q1 | $259K | Sell |
1,547
-2,462
| -61% | -$412K | 0.12% | 213 |
|
|
2018
Q4 | $583K | Hold |
4,009
| – | – | 0.27% | 111 |
|
|
2018
Q3 | $583K | Buy |
4,009
+83
| +2% | +$12.1K | 0.27% | 111 |
|
|
2018
Q2 | $560K | Buy |
3,926
+1,229
| +46% | +$175K | 0.28% | 112 |
|
|
2018
Q1 | $403K | Buy |
2,697
+364
| +16% | +$54.4K | 0.21% | 132 |
|
|
2017
Q4 | $297K | Buy |
+2,333
| New | +$297K | 0.15% | 171 |
|