Omnia Family Wealth’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 |
-36
| Closed | -$6K | – | 223 |
|
|
2019
Q1 | $6K | Hold |
36
| – | – | ﹤0.01% | 298 |
|
|
2018
Q4 | $5K | Buy |
36
+20
| +125% | +$2.78K | ﹤0.01% | 288 |
|
|
2018
Q3 | $2K | Hold |
16
| – | – | ﹤0.01% | 437 |
|
|
2018
Q2 | $2K | Hold |
16
| – | – | ﹤0.01% | 418 |
|
|
2018
Q1 | $2K | Sell |
16
-21
| -57% | -$2.63K | ﹤0.01% | 428 |
|
|
2017
Q4 | $5K | Sell |
37
-42
| -53% | -$5.68K | ﹤0.01% | 331 |
|
|
2017
Q3 | $9K | Sell |
79
-30
| -28% | -$3.42K | ﹤0.01% | 280 |
|
|
2017
Q2 | $10K | Buy |
109
+1
| +0.9% | +$92 | ﹤0.01% | 278 |
|
|
2017
Q1 | $9K | Buy |
108
+16
| +17% | +$1.33K | ﹤0.01% | 300 |
|
|
2016
Q4 | $7K | Buy |
+92
| New | +$7K | ﹤0.01% | 332 |
|