TrueWealth LLC’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $27K | Hold |
143
| – | – | 0.01% | 345 |
|
|
2020
Q1 | $23K | Sell |
143
-88
| -38% | -$14.2K | 0.01% | 339 |
|
|
2019
Q4 | $48K | Buy |
231
+14
| +6% | +$2.91K | 0.02% | 275 |
|
|
2019
Q3 | $43K | Hold |
217
| – | – | 0.02% | 279 |
|
|
2019
Q2 | $40K | Hold |
217
| – | – | 0.02% | 288 |
|
|
2019
Q1 | $36K | Hold |
217
| – | – | 0.02% | 301 |
|
|
2018
Q4 | $28K | Hold |
217
| – | – | 0.01% | 319 |
|
|
2018
Q3 | $32K | Hold |
217
| – | – | 0.01% | 327 |
|
|
2018
Q2 | $31K | Hold |
217
| – | – | 0.01% | 328 |
|
|
2018
Q1 | $32K | Sell |
217
-13
| -6% | -$1.92K | 0.02% | 305 |
|
|
2017
Q4 | $29K | Buy |
+230
| New | +$29K | 0.01% | 357 |
|