TRUE Private Wealth Advisors’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-638
| Closed | -$236K | – | 247 |
|
|
2021
Q4 | $236K | Buy |
+638
| New | +$236K | 0.03% | 234 |
|
|
2021
Q1 | – | Sell |
-466
| Closed | -$124K | – | 373 |
|
|
2020
Q4 | $124K | Buy |
466
+24
| +5% | +$6.39K | 0.02% | 247 |
|
|
2020
Q3 | $96K | Hold |
442
| – | – | 0.02% | 253 |
|
|
2020
Q2 | $83K | Buy |
442
+103
| +30% | +$19.3K | 0.02% | 262 |
|
|
2020
Q1 | $54K | Sell |
339
-404
| -54% | -$64.4K | 0.01% | 276 |
|
|
2019
Q4 | $153K | Buy |
+743
| New | +$153K | 0.02% | 246 |
|
|
2019
Q3 | – | Sell |
-276
| Closed | -$50K | – | 369 |
|
|
2019
Q2 | $50K | Buy |
+276
| New | +$50K | 0.01% | 346 |
|
|
2018
Q4 | – | Sell |
-450
| Closed | -$65.4K | – | 432 |
|
|
2018
Q3 | $65.4K | Buy |
+450
| New | +$65.4K | 0.01% | 425 |
|