Invictus RG’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,152
| Closed | -$401K | – | 265 |
|
|
2017
Q4 | $401K | Sell |
3,152
-2,302
| -42% | -$293K | 0.42% | 72 |
|
|
2017
Q3 | $588K | Buy |
+5,454
| New | +$588K | 0.53% | 37 |
|
|
2017
Q2 | – | Sell |
-5,671
| Closed | -$481K | – | 678 |
|
|
2017
Q1 | $481K | Buy |
5,671
+4,100
| +261% | +$348K | 0.32% | 74 |
|
|
2016
Q4 | $120K | Buy |
1,571
+123
| +8% | +$9.4K | 0.08% | 394 |
|
|
2016
Q3 | $128K | Buy |
1,448
+1,409
| +3,613% | +$125K | 0.1% | 365 |
|
|
2016
Q2 | $4K | Buy |
+39
| New | +$4K | ﹤0.01% | 555 |
|