Ropes Wealth Advisors’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 |
-210
| Closed | -$56K | – | 403 |
|
|
2020
Q4 | $56K | Buy |
210
+101
| +93% | +$26.9K | 0.01% | 366 |
|
|
2020
Q3 | $24K | Sell |
109
-500
| -82% | -$110K | ﹤0.01% | 409 |
|
|
2020
Q2 | $115K | Buy |
609
+5
| +0.8% | +$944 | 0.02% | 244 |
|
|
2020
Q1 | $96K | Hold |
604
| – | – | 0.02% | 232 |
|
|
2019
Q4 | $125K | Hold |
604
| – | – | 0.03% | 252 |
|
|
2019
Q3 | $120K | Buy |
604
+104
| +21% | +$20.7K | 0.03% | 264 |
|
|
2019
Q2 | $92K | Buy |
+500
| New | +$92K | 0.02% | 283 |
|
|
2017
Q4 | – | Sell |
-108
| Closed | -$12K | – | 787 |
|
|
2017
Q3 | $12K | Sell |
108
-99
| -48% | -$11K | ﹤0.01% | 492 |
|
|
2017
Q2 | $20K | Buy |
207
+108
| +109% | +$10.4K | 0.01% | 396 |
|
|
2017
Q1 | $8K | Sell |
99
-1,042
| -91% | -$84.2K | ﹤0.01% | 456 |
|
|
2016
Q4 | $87K | Buy |
1,141
+857
| +302% | +$65.3K | 0.03% | 268 |
|
|
2016
Q3 | $25K | Hold |
284
| – | – | 0.01% | 339 |
|
|
2016
Q2 | $26K | Buy |
284
+29
| +11% | +$2.66K | 0.01% | 311 |
|
|
2016
Q1 | $24K | Sell |
255
-400
| -61% | -$37.6K | 0.01% | 268 |
|
|
2015
Q4 | $58K | Buy |
+655
| New | +$58K | 0.03% | 233 |
|