Avantax Planning Partners’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,332
| Closed | -$372K | – | 282 |
|
|
2020
Q1 | $372K | Buy |
2,332
+897
| +63% | +$143K | 0.03% | 184 |
|
|
2019
Q4 | $296K | Sell |
1,435
-69
| -5% | -$14.2K | 0.02% | 234 |
|
|
2019
Q3 | $299K | Buy |
1,504
+12
| +0.8% | +$2.39K | 0.02% | 234 |
|
|
2019
Q2 | $276K | Sell |
1,492
-34
| -2% | -$6.29K | 0.02% | 241 |
|
|
2019
Q1 | $253K | Buy |
+1,526
| New | +$253K | 0.02% | 252 |
|
|
2018
Q4 | – | Sell |
-996
| Closed | -$145K | – | 526 |
|
|
2018
Q3 | $145K | Buy |
+996
| New | +$145K | 0.01% | 277 |
|
|
2018
Q2 | – | Sell |
-1,182
| Closed | -$176K | – | 563 |
|
|
2018
Q1 | $176K | Buy |
+1,182
| New | +$176K | 0.02% | 315 |
|