Franklin, Parlapiano, Turner & Welch’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | – | Sell |
-73
| Closed | -$6K | – | 66 |
|
2017
Q1 | $6K | Hold |
73
| – | – | ﹤0.01% | 110 |
|
2016
Q4 | $6K | Sell |
73
-92
| -56% | -$7.56K | ﹤0.01% | 109 |
|
2016
Q3 | $15K | Hold |
165
| – | – | 0.01% | 97 |
|
2016
Q2 | $15K | Hold |
165
| – | – | 0.01% | 92 |
|
2016
Q1 | $16K | Hold |
165
| – | – | 0.01% | 92 |
|
2015
Q4 | $15K | Buy |
+165
| New | +$15K | 0.01% | 99 |
|