MinichMacGregor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-90
| Closed | -$13K | – | 205 |
|
|
2018
Q3 | $13K | Hold |
90
| – | – | 0.01% | 284 |
|
|
2018
Q2 | $12K | Sell |
90
-6
| -6% | -$800 | 0.01% | 279 |
|
|
2018
Q1 | $14K | Hold |
96
| – | – | 0.01% | 252 |
|
|
2017
Q4 | $12K | Hold |
96
| – | – | 0.01% | 273 |
|
|
2017
Q3 | $10K | Hold |
96
| – | – | 0.01% | 283 |
|
|
2017
Q2 | $9K | Hold |
96
| – | – | 0.01% | 286 |
|
|
2017
Q1 | $8K | Hold |
96
| – | – | 0.01% | 306 |
|
|
2016
Q4 | $7K | Sell |
96
-9
| -9% | -$656 | 0.01% | 311 |
|
|
2016
Q3 | $9K | Hold |
105
| – | – | 0.01% | 278 |
|
|
2016
Q2 | $9K | Sell |
105
-6
| -5% | -$514 | 0.01% | 268 |
|
|
2016
Q1 | $10K | Sell |
111
-181
| -62% | -$16.3K | 0.01% | 250 |
|
|
2015
Q4 | $25K | Buy |
+292
| New | +$25K | 0.02% | 146 |
|