Liberty Wealth Management’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1
| Closed | – | – | 960 |
|
|
2020
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 977 |
|
|
2020
Q2 | – | Sell |
-363
| Closed | -$58K | – | 884 |
|
|
2020
Q1 | $58K | Buy |
363
+5
| +1% | +$799 | 0.05% | 200 |
|
|
2019
Q4 | $74K | Sell |
358
-178
| -33% | -$36.8K | 0.06% | 194 |
|
|
2019
Q3 | $107K | Sell |
536
-178
| -25% | -$35.5K | 0.1% | 141 |
|
|
2019
Q2 | $131K | Sell |
714
-24
| -3% | -$4.4K | 0.11% | 138 |
|
|
2019
Q1 | $122K | Sell |
738
-4
| -0.5% | -$661 | 0.09% | 118 |
|
|
2018
Q4 | $96K | Buy |
+742
| New | +$96K | 0.07% | 134 |
|