IWA
IBEX Wealth Advisors’s Estee Lauder EL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-15
| Closed | -$1.55K | – | 132 |
|
|
2024
Q2 | $1.55K | Buy |
+15
| New | +$1.55K | ﹤0.01% | 273 |
|
|
2022
Q1 | – | Sell |
-574
| Closed | -$212K | – | 185 |
|
|
2021
Q4 | $212K | Hold |
574
| – | – | 0.04% | 174 |
|
|
2021
Q3 | $172K | Buy |
+574
| New | +$172K | 0.03% | 188 |
|
|
2019
Q3 | – | Sell |
-889
| Closed | -$162K | – | 146 |
|
|
2019
Q2 | $162K | Buy |
+889
| New | +$162K | 0.05% | 142 |
|
|
2019
Q1 | – | Sell |
-13,834
| Closed | -$1.8M | – | 101 |
|
|
2018
Q4 | $1.8M | Buy |
13,834
+24
| +0.2% | +$3.12K | 0.82% | 42 |
|
|
2018
Q3 | $2.01M | Buy |
13,810
+522
| +4% | +$76.1K | 0.72% | 60 |
|
|
2018
Q2 | $1.96M | Hold |
13,288
| – | – | 0.79% | 57 |
|
|
2018
Q1 | $1.96M | Buy |
13,288
+2,291
| +21% | +$338K | 0.8% | 56 |
|
|
2017
Q4 | $1.44M | Buy |
+10,997
| New | +$1.44M | 0.64% | 53 |
|
|
2017
Q1 | – | Sell |
-193
| Closed | -$15K | – | 158 |
|
|
2016
Q4 | $15K | Buy |
+193
| New | +$15K | 0.01% | 249 |
|