Covenant Multifamily Offices’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,409
| Closed | -$455K | – | 141 |
|
|
2020
Q2 | $455K | Hold |
2,409
| – | – | 0.09% | 91 |
|
|
2020
Q1 | $384K | Sell |
2,409
-66
| -3% | -$10.5K | 0.1% | 84 |
|
|
2019
Q4 | $511K | Buy |
2,475
+71
| +3% | +$14.7K | 0.09% | 134 |
|
|
2019
Q3 | $478K | Buy |
2,404
+470
| +24% | +$93.5K | 0.1% | 105 |
|
|
2019
Q2 | $354K | Buy |
+1,934
| New | +$354K | 0.08% | 116 |
|