Transform 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
Q4 | – | Sell |
-3,142
| Closed | -$686K | – | 206 |
|
|
2020
Q3 | $686K | Sell |
3,142
-118
| -4% | -$25.8K | 0.11% | 124 |
|
|
2020
Q2 | $615K | Sell |
3,260
-596
| -15% | -$112K | 0.11% | 134 |
|
|
2020
Q1 | $614K | Buy |
3,856
+940
| +32% | +$150K | 0.13% | 130 |
|
|
2019
Q4 | $602K | Sell |
2,916
-387
| -12% | -$79.9K | 0.1% | 149 |
|
|
2019
Q3 | $657K | Sell |
3,303
-3,432
| -51% | -$683K | 0.12% | 134 |
|
|
2019
Q2 | $1.23M | Buy |
+6,735
| New | +$1.23M | 0.18% | 122 |
|