Krilogy Financial’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-3,538
| Closed | -$564K | – | 219 |
|
2020
Q1 | $564K | Sell |
3,538
-12,591
| -78% | -$2.01M | 0.11% | 111 |
|
2019
Q4 | $3.33M | Buy |
16,129
+152
| +1% | +$31.4K | 0.55% | 34 |
|
2019
Q3 | $3.18M | Buy |
15,977
+1,190
| +8% | +$237K | 0.57% | 32 |
|
2019
Q2 | $2.71M | Buy |
14,787
+1,991
| +16% | +$365K | 0.52% | 48 |
|
2019
Q1 | $2.12M | Buy |
+12,796
| New | +$2.12M | 0.45% | 48 |
|
2017
Q4 | – | Sell |
-164
| Closed | -$18K | – | 785 |
|
2017
Q3 | $18K | Sell |
164
-18
| -10% | -$1.98K | ﹤0.01% | 487 |
|
2017
Q2 | $17K | Sell |
182
-39
| -18% | -$3.64K | ﹤0.01% | 458 |
|
2017
Q1 | $17K | Hold |
221
| – | – | 0.01% | 442 |
|
2016
Q4 | $17K | Buy |
221
+39
| +21% | +$3K | 0.01% | 442 |
|
2016
Q3 | $16K | Hold |
182
| – | – | 0.01% | 463 |
|
2016
Q2 | $17K | Hold |
182
| – | – | 0.01% | 460 |
|
2016
Q1 | $17K | Buy |
+182
| New | +$17K | 0.01% | 410 |
|