AllSquare Wealth Management’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-262
| Closed | -$20K | – | 378 |
|
|
2016
Q4 | $20K | Buy |
262
+66
| +34% | +$5.04K | 0.02% | 190 |
|
|
2016
Q3 | $17K | Hold |
196
| – | – | 0.02% | 186 |
|
|
2016
Q2 | $18K | Hold |
196
| – | – | 0.02% | 172 |
|
|
2016
Q1 | $18K | Sell |
196
-49
| -20% | -$4.5K | 0.02% | 173 |
|
|
2015
Q4 | $22K | Buy |
245
+4
| +2% | +$359 | 0.02% | 165 |
|
|
2015
Q3 | $19K | Hold |
241
| – | – | 0.02% | 168 |
|
|
2015
Q2 | $21K | Buy |
241
+83
| +53% | +$7.23K | 0.02% | 171 |
|
|
2015
Q1 | $13K | Hold |
158
| – | – | 0.01% | 209 |
|
|
2014
Q4 | $12K | Buy |
+158
| New | +$12K | 0.01% | 212 |
|