USCA RIA’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 |
-2,328
| Closed | -$303K | – | 441 |
|
2018
Q4 | $303K | Buy |
2,328
+567
| +32% | +$73.8K | 0.04% | 335 |
|
2018
Q3 | $256K | Buy |
1,761
+120
| +7% | +$17.4K | 0.03% | 409 |
|
2018
Q2 | $234K | Hold |
1,641
| – | – | 0.03% | 410 |
|
2018
Q1 | $246K | Buy |
+1,641
| New | +$246K | 0.03% | 393 |
|