Wakefield 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-13,771
| Closed | -$2.74M | – | 166 |
|
|
2019
Q3 | $2.74M | Sell |
13,771
-608
| -4% | -$121K | 1.19% | 22 |
|
|
2019
Q2 | $2.63M | Sell |
14,379
-808
| -5% | -$148K | 1.04% | 42 |
|
|
2019
Q1 | $2.51M | Sell |
15,187
-124
| -0.8% | -$20.5K | 0.91% | 40 |
|
|
2018
Q4 | $1.99M | Buy |
15,311
+15,300
| +139,091% | +$1.99M | 0.86% | 35 |
|
|
2018
Q3 | $2K | Buy |
+11
| New | +$2K | ﹤0.01% | 150 |
|