SlateStone Wealth’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,906
| Closed | -$394K | – | 188 |
|
|
2019
Q4 | $394K | Buy |
1,906
+36
| +2% | +$7.44K | 0.09% | 151 |
|
|
2019
Q3 | $372K | Sell |
1,870
-70
| -4% | -$13.9K | 0.11% | 121 |
|
|
2019
Q2 | $355K | Sell |
1,940
-255
| -12% | -$46.7K | 0.1% | 128 |
|
|
2019
Q1 | $363K | Buy |
+2,195
| New | +$363K | 0.11% | 113 |
|