Assured Investment Management’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-26,366
| Closed | -$4.37M | – | 270 |
|
|
2019
Q1 | $4.37M | Sell |
26,366
-3,440
| -12% | -$570K | 0.05% | 161 |
|
|
2018
Q4 | $3.88M | Buy |
29,806
+24,798
| +495% | +$3.23M | 0.11% | 222 |
|
|
2018
Q3 | $728K | Buy |
+5,008
| New | +$728K | 0.01% | 627 |
|
|
2015
Q3 | – | Sell |
-439
| Closed | -$38K | – | 606 |
|
|
2015
Q2 | $38K | Buy |
+439
| New | +$38K | ﹤0.01% | 577 |
|