Cobiz Wealth’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 | $1.02M | Sell |
5,570
-500
| -8% | -$91.6K | 0.2% | 66 |
|
|
2019
Q1 | $1.01M | Sell |
6,070
-1,120
| -16% | -$185K | 0.19% | 75 |
|
|
2018
Q4 | $935K | Sell |
7,190
-489
| -6% | -$63.6K | 0.21% | 81 |
|
|
2018
Q3 | $1.12M | Sell |
7,679
-1,080
| -12% | -$157K | 0.21% | 70 |
|
|
2018
Q2 | $1.25M | Sell |
8,759
-1,329
| -13% | -$190K | 0.25% | 69 |
|
|
2018
Q1 | $1.51M | Sell |
10,088
-3,940
| -28% | -$590K | 0.32% | 61 |
|
|
2017
Q4 | $1.79M | Sell |
14,028
-1,659
| -11% | -$211K | 0.37% | 60 |
|
|
2017
Q3 | $1.69M | Sell |
15,687
-8,504
| -35% | -$917K | 0.37% | 60 |
|
|
2017
Q2 | $2.32M | Sell |
24,191
-22,965
| -49% | -$2.2M | 0.52% | 57 |
|
|
2017
Q1 | $4M | Sell |
47,156
-430
| -0.9% | -$36.5K | 0.89% | 53 |
|
|
2016
Q4 | $3.64M | Sell |
47,586
-1,347
| -3% | -$103K | 0.86% | 52 |
|
|
2016
Q3 | $4.33M | Sell |
48,933
-240
| -0.5% | -$21.3K | 1.04% | 45 |
|
|
2016
Q2 | $4.48M | Sell |
49,173
-1,892
| -4% | -$172K | 1.13% | 40 |
|
|
2016
Q1 | $4.82M | Sell |
51,065
-1,328
| -3% | -$125K | 1.18% | 37 |
|
|
2015
Q4 | $4.61M | Sell |
52,393
-203
| -0.4% | -$17.9K | 1.09% | 38 |
|
|
2015
Q3 | $4.24M | Sell |
52,596
-20
| -0% | -$1.61K | 1.03% | 43 |
|
|
2015
Q2 | $4.56M | Sell |
52,616
-2,471
| -4% | -$214K | 1.02% | 47 |
|
|
2015
Q1 | $4.58M | Sell |
55,087
-18,999
| -26% | -$1.58M | 1.02% | 46 |
|
|
2014
Q4 | $5.65M | Sell |
74,086
-4,744
| -6% | -$361K | 1.29% | 39 |
|
|
2014
Q3 | $5.89M | Sell |
78,830
-2,219
| -3% | -$166K | 1.37% | 30 |
|
|
2014
Q2 | $6.02M | Sell |
81,049
-835
| -1% | -$62K | 1.39% | 30 |
|
|
2014
Q1 | $5.48M | Sell |
81,884
-1,768
| -2% | -$118K | 1.31% | 40 |
|
|
2013
Q4 | $6.3M | Sell |
83,652
-1,663
| -2% | -$125K | 1.5% | 26 |
|
|
2013
Q3 | $5.96M | Sell |
85,315
-2,043
| -2% | -$143K | 1.51% | 24 |
|
|
2013
Q2 | $5.75M | Buy |
+87,358
| New | +$5.75M | 1.52% | 25 |
|