Patriot Financial Group Insurance Agency’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-30
| Closed | -$8K | – | 844 |
|
2022
Q2 | $8K | Buy |
30
+1
| +3% | +$267 | ﹤0.01% | 1329 |
|
2022
Q1 | $8K | Buy |
29
+20
| +222% | +$5.52K | ﹤0.01% | 1434 |
|
2021
Q4 | $3K | Sell |
9
-2
| -18% | -$667 | ﹤0.01% | 1851 |
|
2021
Q3 | $3K | Buy |
+11
| New | +$3K | ﹤0.01% | 1831 |
|
2020
Q2 | – | Sell |
-1
| Closed | – | – | 1695 |
|
2020
Q1 | $0 | Sell |
1
-2
| -67% | – | ﹤0.01% | 1603 |
|
2019
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 1190 |
|
2019
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 1170 |
|
2019
Q2 | $1K | Sell |
3
-5
| -63% | -$1.67K | ﹤0.01% | 1225 |
|
2019
Q1 | $1K | Sell |
8
-224
| -97% | -$28K | ﹤0.01% | 1102 |
|
2018
Q4 | $30K | Buy |
232
+8
| +4% | +$1.03K | 0.02% | 400 |
|
2018
Q3 | $33K | Buy |
224
+128
| +133% | +$18.9K | 0.02% | 380 |
|
2018
Q2 | $14K | Sell |
96
-16
| -14% | -$2.33K | 0.02% | 347 |
|
2018
Q1 | $17K | Hold |
112
| – | – | 0.01% | 503 |
|
2017
Q4 | $14K | Buy |
+112
| New | +$14K | 0.01% | 524 |
|