Berman Capital Advisors’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $217K | Buy |
727
+92
| +14% | +$27.5K | 0.03% | 249 |
|
|
2021
Q2 | $201K | Buy |
635
+120
| +23% | +$38K | 0.03% | 235 |
|
|
2021
Q1 | $149K | Buy |
515
+126
| +32% | +$36.5K | 0.03% | 230 |
|
|
2020
Q4 | $103K | Buy |
389
+74
| +23% | +$19.6K | 0.02% | 243 |
|
|
2020
Q3 | $68K | Sell |
315
-6
| -2% | -$1.3K | 0.02% | 278 |
|
|
2020
Q2 | $59K | Buy |
321
+30
| +10% | +$5.51K | 0.02% | 296 |
|
|
2020
Q1 | $45K | Buy |
291
+48
| +20% | +$7.42K | 0.01% | 311 |
|
|
2019
Q4 | $50K | Hold |
243
| – | – | 0.01% | 322 |
|
|
2019
Q3 | $48K | Hold |
243
| – | – | 0.02% | 311 |
|
|
2019
Q2 | $44K | Buy |
243
+63
| +35% | +$11.4K | 0.01% | 324 |
|
|
2019
Q1 | $29K | Buy |
180
+35
| +24% | +$5.64K | 0.01% | 368 |
|
|
2018
Q4 | $18K | Buy |
+145
| New | +$18K | 0.01% | 401 |
|