Gideon Capital Advisors’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-3,583
| Closed | -$713K | – | 301 |
|
|
2019
Q3 | $713K | Buy |
+3,583
| New | +$713K | 0.23% | 147 |
|
|
2018
Q3 | – | Sell |
-4,896
| Closed | -$699K | – | 386 |
|
|
2018
Q2 | $699K | Buy |
4,896
+3,060
| +167% | +$437K | 0.35% | 78 |
|
|
2018
Q1 | $275K | Buy |
+1,836
| New | +$275K | 0.17% | 262 |
|
|
2017
Q2 | – | Sell |
-2,847
| Closed | -$241K | – | 294 |
|
|
2017
Q1 | $241K | Buy |
+2,847
| New | +$241K | 0.14% | 320 |
|
|
2016
Q3 | – | Sell |
-2,431
| Closed | -$221K | – | 212 |
|
|
2016
Q2 | $221K | Buy |
+2,431
| New | +$221K | 0.13% | 177 |
|
|
2015
Q3 | – | Sell |
-8,071
| Closed | -$699K | – | 248 |
|
|
2015
Q2 | $699K | Buy |
+8,071
| New | +$699K | 0.29% | 115 |
|