OAM
Optimal Asset Management’s Estee Lauder EL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.66M | Buy |
5,529
+8
| +0.1% | +$2.4K | 0.21% | 163 |
|
|
2021
Q2 | $1.76M | Hold |
5,521
| – | – | 0.21% | 171 |
|
|
2021
Q1 | $1.61M | Sell |
5,521
-3,100
| -36% | -$902K | 0.21% | 169 |
|
|
2020
Q4 | $2.3M | Sell |
8,621
-8
| -0.1% | -$2.13K | 0.33% | 99 |
|
|
2020
Q3 | $1.88M | Sell |
8,629
-4,682
| -35% | -$1.02M | 0.27% | 128 |
|
|
2020
Q2 | $2.51M | Sell |
13,311
-26,623
| -67% | -$5.02M | 0.41% | 75 |
|
|
2020
Q1 | $6.36K | Buy |
39,934
+11,056
| +38% | +$1.76K | 0.6% | 30 |
|
|
2019
Q4 | $5.96M | Buy |
+28,878
| New | +$5.96M | 0.91% | 6 |
|