Sowell Financial Services’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-949
| Closed | -$284K | – | 1138 |
|
|
2021
Q1 | $284K | Sell |
949
-185
| -16% | -$55.4K | 0.01% | 869 |
|
|
2020
Q4 | $302K | Buy |
1,134
+208
| +22% | +$55.4K | 0.01% | 693 |
|
|
2020
Q3 | $202K | Sell |
926
-46
| -5% | -$10K | 0.01% | 722 |
|
|
2020
Q2 | $183K | Buy |
972
+568
| +141% | +$107K | 0.01% | 750 |
|
|
2020
Q1 | $64K | Buy |
404
+235
| +139% | +$37.2K | ﹤0.01% | 970 |
|
|
2019
Q4 | $35K | Sell |
169
-941
| -85% | -$195K | ﹤0.01% | 1265 |
|
|
2019
Q3 | $221K | Buy |
+1,110
| New | +$221K | 0.02% | 607 |
|
|
2018
Q4 | – | Sell |
-2,943
| Closed | -$428K | – | 478 |
|
|
2018
Q3 | $428K | Hold |
2,943
| – | – | 0.06% | 215 |
|
|
2018
Q2 | $389K | Sell |
2,943
-3,332
| -53% | -$440K | 0.08% | 197 |
|
|
2018
Q1 | $832K | Buy |
6,275
+2,433
| +63% | +$323K | 0.21% | 110 |
|
|
2017
Q4 | $503K | Sell |
3,842
-124
| -3% | -$16.2K | 0.12% | 156 |
|
|
2017
Q3 | $484K | Buy |
3,966
+68
| +2% | +$8.3K | 0.13% | 147 |
|
|
2017
Q2 | $394K | Buy |
3,898
+1,182
| +44% | +$119K | 0.11% | 158 |
|
|
2017
Q1 | $253K | Buy |
+2,716
| New | +$253K | 0.07% | 212 |
|