Transamerica Financial 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 |
-409
| Closed | -$75K | – | 201 |
|
|
2019
Q2 | $75K | Buy |
+409
| New | +$75K | 0.02% | 239 |
|
|
2019
Q1 | – | Sell |
-2,440
| Closed | -$318K | – | 188 |
|
|
2018
Q4 | $318K | Buy |
2,440
+144
| +6% | +$18.8K | 0.08% | 134 |
|
|
2018
Q3 | $334K | Sell |
2,296
-49
| -2% | -$7.13K | 0.07% | 153 |
|
|
2018
Q2 | $335K | Sell |
2,345
-5,310
| -69% | -$759K | 0.07% | 146 |
|
|
2018
Q1 | $1.15M | Sell |
7,655
-443
| -5% | -$66.3K | 0.17% | 134 |
|
|
2017
Q4 | $1.03M | Buy |
+8,098
| New | +$1.03M | 0.14% | 148 |
|
|
2016
Q2 | – | Sell |
-200
| Closed | -$19K | – | 477 |
|
|
2016
Q1 | $19K | Hold |
200
| – | – | ﹤0.01% | 486 |
|
|
2015
Q4 | $18K | Hold |
200
| – | – | ﹤0.01% | 538 |
|
|
2015
Q3 | $17K | Hold |
200
| – | – | ﹤0.01% | 518 |
|
|
2015
Q2 | $18K | Hold |
200
| – | – | ﹤0.01% | 571 |
|
|
2015
Q1 | $17K | Hold |
200
| – | – | ﹤0.01% | 559 |
|
|
2014
Q4 | $16K | Hold |
200
| – | – | ﹤0.01% | 456 |
|
|
2014
Q3 | $15K | Hold |
200
| – | – | ﹤0.01% | 432 |
|
|
2014
Q2 | $15K | Hold |
200
| – | – | ﹤0.01% | 467 |
|
|
2014
Q1 | $14K | Hold |
200
| – | – | ﹤0.01% | 442 |
|
|
2013
Q4 | $16K | Hold |
200
| – | – | ﹤0.01% | 425 |
|
|
2013
Q3 | $14K | Hold |
200
| – | – | ﹤0.01% | 409 |
|
|
2013
Q2 | $14K | Buy |
+200
| New | +$14K | ﹤0.01% | 388 |
|