Visionary Asset Management’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $266K | Buy |
+2,042
| New | +$266K | 0.11% | 67 |
|
|
2018
Q3 | – | Sell |
-2,103
| Closed | -$300K | – | 298 |
|
|
2018
Q2 | $300K | Buy |
2,103
+35
| +2% | +$4.99K | 0.1% | 176 |
|
|
2018
Q1 | $309K | Buy |
2,068
+226
| +12% | +$33.8K | 0.1% | 155 |
|
|
2017
Q4 | $234K | Sell |
1,842
-244
| -12% | -$31K | 0.07% | 216 |
|
|
2017
Q3 | $225K | Sell |
2,086
-1,860
| -47% | -$201K | 0.07% | 198 |
|
|
2017
Q2 | $379K | Buy |
+3,946
| New | +$379K | 0.11% | 101 |
|