First Personal Financial Services’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $200 | Buy |
+2
| New | +$200 | ﹤0.01% | 464 |
|
|
2020
Q1 | – | Sell |
-10
| Closed | -$2K | – | 366 |
|
|
2019
Q4 | $2K | Sell |
10
-514
| -98% | -$103K | ﹤0.01% | 362 |
|
|
2019
Q3 | $104K | Sell |
524
-3,450
| -87% | -$685K | 0.03% | 177 |
|
|
2019
Q2 | $728K | Buy |
3,974
+10
| +0.3% | +$1.83K | 0.21% | 93 |
|
|
2019
Q1 | $656K | Buy |
3,964
+206
| +5% | +$34.1K | 0.2% | 100 |
|
|
2018
Q4 | $489K | Buy |
3,758
+60
| +2% | +$7.81K | 0.17% | 109 |
|
|
2018
Q3 | $537K | Buy |
3,698
+7
| +0.2% | +$1.02K | 0.17% | 113 |
|
|
2018
Q2 | $527K | Buy |
3,691
+355
| +11% | +$50.7K | 0.18% | 111 |
|
|
2018
Q1 | $499K | Sell |
3,336
-89
| -3% | -$13.3K | 0.11% | 149 |
|
|
2017
Q4 | $436K | Buy |
+3,425
| New | +$436K | 0.08% | 166 |
|
|
2017
Q3 | – | Sell |
-1,075
| Closed | -$103K | – | 844 |
|
|
2017
Q2 | $103K | Sell |
1,075
-1,423
| -57% | -$136K | 0.02% | 312 |
|
|
2017
Q1 | $212K | Sell |
2,498
-210
| -8% | -$17.8K | 0.05% | 186 |
|
|
2016
Q4 | $207K | Buy |
+2,708
| New | +$207K | 0.05% | 183 |
|