Evolution Wealth 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
Q4 | – | Sell |
-166
| Closed | -$50K | – | 299 |
|
|
2021
Q3 | $50K | Buy |
166
+88
| +113% | +$26.5K | 0.01% | 209 |
|
|
2021
Q2 | $25K | Sell |
78
-28
| -26% | -$8.97K | 0.01% | 278 |
|
|
2021
Q1 | $31K | Buy |
106
+36
| +51% | +$10.5K | 0.01% | 242 |
|
|
2020
Q4 | $19K | Sell |
70
-1
| -1% | -$271 | ﹤0.01% | 272 |
|
|
2020
Q3 | $15K | Buy |
71
+45
| +173% | +$9.51K | ﹤0.01% | 302 |
|
|
2020
Q2 | $5K | Buy |
+26
| New | +$5K | ﹤0.01% | 366 |
|
|
2020
Q1 | – | Sell |
-30
| Closed | -$6K | – | 406 |
|
|
2019
Q4 | $6K | Buy |
30
+4
| +15% | +$800 | ﹤0.01% | 368 |
|
|
2019
Q3 | $5K | Hold |
26
| – | – | ﹤0.01% | 269 |
|
|
2019
Q2 | $5K | Buy |
+26
| New | +$5K | ﹤0.01% | 262 |
|