Sheaff Brock Investment Advisors’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,880
| Closed | -$527K | – | 468 |
|
|
2019
Q2 | $527K | Hold |
2,880
| – | – | 0.06% | 232 |
|
|
2019
Q1 | $477K | Sell |
2,880
-800
| -22% | -$133K | 0.06% | 251 |
|
|
2018
Q4 | $479K | Hold |
3,680
| – | – | 0.08% | 231 |
|
|
2018
Q3 | $535K | Buy |
+3,680
| New | +$535K | 0.05% | 250 |
|
|
2017
Q4 | – | Sell |
-7,938
| Closed | -$856K | – | 534 |
|
|
2017
Q3 | $856K | Sell |
7,938
-600
| -7% | -$64.7K | 0.11% | 177 |
|
|
2017
Q2 | $819K | Sell |
8,538
-1,900
| -18% | -$182K | 0.11% | 197 |
|
|
2017
Q1 | $885K | Buy |
10,438
+200
| +2% | +$17K | 0.12% | 171 |
|
|
2016
Q4 | $783K | Buy |
10,238
+1,538
| +18% | +$118K | 0.1% | 212 |
|
|
2016
Q3 | $770K | Sell |
8,700
-300
| -3% | -$26.6K | 0.1% | 204 |
|
|
2016
Q2 | $819K | Buy |
+9,000
| New | +$819K | 0.1% | 200 |
|