Lenox Wealth Advisors’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $19K | Buy |
70
+12
| +21% | +$3.26K | ﹤0.01% | 386 |
|
|
2021
Q4 | $21K | Buy |
58
+6
| +12% | +$2.17K | ﹤0.01% | 384 |
|
|
2021
Q3 | $16K | Hold |
52
| – | – | ﹤0.01% | 396 |
|
|
2021
Q2 | $17K | Hold |
52
| – | – | ﹤0.01% | 390 |
|
|
2021
Q1 | $15K | Buy |
52
+1
| +2% | +$288 | ﹤0.01% | 354 |
|
|
2020
Q4 | $14K | Hold |
51
| – | – | ﹤0.01% | 370 |
|
|
2020
Q3 | $11K | Hold |
51
| – | – | ﹤0.01% | 362 |
|
|
2020
Q2 | $10K | Sell |
51
-85
| -63% | -$16.7K | ﹤0.01% | 376 |
|
|
2020
Q1 | $22K | Hold |
136
| – | – | ﹤0.01% | 244 |
|
|
2019
Q4 | $28K | Hold |
136
| – | – | ﹤0.01% | 271 |
|
|
2019
Q3 | $27K | Hold |
136
| – | – | ﹤0.01% | 237 |
|
|
2019
Q2 | $25K | Sell |
136
-76
| -36% | -$14K | ﹤0.01% | 199 |
|
|
2019
Q1 | $35K | Hold |
212
| – | – | 0.01% | 154 |
|
|
2018
Q4 | $28K | Hold |
212
| – | – | 0.01% | 170 |
|
|
2018
Q3 | $31K | Hold |
212
| – | – | 0.01% | 175 |
|
|
2018
Q2 | $30K | Sell |
212
-21
| -9% | -$2.97K | 0.01% | 193 |
|
|
2018
Q1 | $35K | Buy |
233
+182
| +357% | +$27.3K | 0.01% | 198 |
|
|
2017
Q4 | $6K | Buy |
+51
| New | +$6K | ﹤0.01% | 202 |
|
|
2016
Q1 | – | Sell |
-45
| Closed | -$4K | – | 300 |
|
|
2015
Q4 | $4K | Sell |
45
-93
| -67% | -$8.27K | ﹤0.01% | 249 |
|
|
2015
Q3 | $11K | Hold |
138
| – | – | ﹤0.01% | 173 |
|
|
2015
Q2 | $12K | Hold |
138
| – | – | 0.01% | 125 |
|
|
2015
Q1 | $11K | Hold |
138
| – | – | ﹤0.01% | 150 |
|
|
2014
Q4 | $11K | Buy |
138
+45
| +48% | +$3.59K | ﹤0.01% | 163 |
|
|
2014
Q3 | $7K | Buy |
+93
| New | +$7K | ﹤0.01% | 200 |
|
|
2014
Q1 | – | Sell |
-28
| Closed | -$2K | – | 232 |
|
|
2013
Q4 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 299 |
|