Altavista 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-4,778
| Closed | -$423K | – | 127 |
|
|
2016
Q3 | $423K | Sell |
4,778
-55
| -1% | -$4.87K | 0.23% | 86 |
|
|
2016
Q2 | $440K | Sell |
4,833
-153
| -3% | -$13.9K | 0.24% | 82 |
|
|
2016
Q1 | $470K | Sell |
4,986
-689
| -12% | -$64.9K | 0.27% | 77 |
|
|
2015
Q4 | $500K | Hold |
5,675
| – | – | 0.29% | 73 |
|
|
2015
Q3 | $458K | Sell |
5,675
-75
| -1% | -$6.05K | 0.3% | 80 |
|
|
2015
Q2 | $498K | Hold |
5,750
| – | – | 0.31% | 77 |
|
|
2015
Q1 | $478K | Sell |
5,750
-180
| -3% | -$15K | 0.29% | 75 |
|
|
2014
Q4 | $448K | Buy |
5,930
+1,163
| +24% | +$87.9K | 0.28% | 79 |
|
|
2014
Q3 | $356K | Sell |
4,767
-1,493
| -24% | -$111K | 0.23% | 87 |
|
|
2014
Q2 | $465K | Sell |
6,260
-4,759
| -43% | -$354K | 0.29% | 77 |
|
|
2014
Q1 | $737K | Sell |
11,019
-148
| -1% | -$9.9K | 0.45% | 67 |
|
|
2013
Q4 | $841K | Sell |
11,167
-280
| -2% | -$21.1K | 0.51% | 61 |
|
|
2013
Q3 | $800K | Sell |
11,447
-315
| -3% | -$22K | 0.52% | 63 |
|
|
2013
Q2 | $774K | Buy |
+11,762
| New | +$774K | 0.52% | 62 |
|