Legacy Financial 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
Q2 | – | Sell |
-123
| Closed | -$20K | – | 344 |
|
|
2019
Q1 | $20K | Hold |
123
| – | – | 0.01% | 449 |
|
|
2018
Q4 | $16K | Buy |
123
+9
| +8% | +$1.17K | 0.01% | 453 |
|
|
2018
Q3 | $16K | Buy |
114
+36
| +46% | +$5.05K | 0.01% | 408 |
|
|
2018
Q2 | $11K | Hold |
78
| – | – | ﹤0.01% | 496 |
|
|
2018
Q1 | $11K | Buy |
78
+26
| +50% | +$3.67K | ﹤0.01% | 453 |
|
|
2017
Q4 | $6K | Buy |
+52
| New | +$6K | ﹤0.01% | 596 |
|