Systematic Financial Management’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-8,235
| Closed | -$1.07M | – | 646 |
|
2018
Q4 | $1.07M | Sell |
8,235
-1,365
| -14% | -$178K | 0.03% | 445 |
|
2018
Q3 | $1.4M | Sell |
9,600
-219
| -2% | -$31.8K | 0.03% | 396 |
|
2018
Q2 | $1.4M | Sell |
9,819
-5,036
| -34% | -$719K | 0.03% | 405 |
|
2018
Q1 | $2.22M | Sell |
14,855
-20
| -0.1% | -$2.99K | 0.05% | 270 |
|
2017
Q4 | $1.89M | Buy |
+14,875
| New | +$1.89M | 0.04% | 279 |
|