Arete 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,134
| Closed | -$248K | – | 415 |
|
|
2020
Q3 | $248K | Sell |
1,134
-299
| -21% | -$65.4K | 0.04% | 319 |
|
|
2020
Q2 | $270K | Sell |
1,433
-655
| -31% | -$123K | 0.05% | 307 |
|
|
2020
Q1 | $333K | Sell |
2,088
-62
| -3% | -$9.89K | 0.07% | 235 |
|
|
2019
Q4 | $444K | Hold |
2,150
| – | – | 0.08% | 248 |
|
|
2019
Q3 | $428K | Buy |
+2,150
| New | +$428K | 0.08% | 237 |
|