Wealthspire Advisors (Maryland)’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $558K | Buy |
2,557
+10
| +0.4% | +$2.18K | 0.02% | 247 |
|
|
2020
Q2 | $481K | Sell |
2,547
-130
| -5% | -$24.6K | 0.03% | 264 |
|
|
2020
Q1 | $426K | Buy |
2,677
+181
| +7% | +$28.8K | 0.04% | 254 |
|
|
2019
Q4 | $516K | Buy |
2,496
+112
| +5% | +$23.2K | 0.03% | 276 |
|
|
2019
Q3 | $474K | Buy |
2,384
+390
| +20% | +$77.5K | 0.03% | 266 |
|
|
2019
Q2 | $365K | Sell |
1,994
-556
| -22% | -$102K | 0.03% | 308 |
|
|
2019
Q1 | $422K | Sell |
2,550
-44
| -2% | -$7.28K | 0.03% | 284 |
|
|
2018
Q4 | $337K | Buy |
2,594
+144
| +6% | +$18.7K | 0.03% | 296 |
|
|
2018
Q3 | $356K | Sell |
2,450
-1,228
| -33% | -$178K | 0.03% | 315 |
|
|
2018
Q2 | $525K | Buy |
3,678
+114
| +3% | +$16.3K | 0.05% | 226 |
|
|
2018
Q1 | $534K | Buy |
3,564
+106
| +3% | +$15.9K | 0.05% | 232 |
|
|
2017
Q4 | $440K | Buy |
3,458
+340
| +11% | +$43.3K | 0.04% | 285 |
|
|
2017
Q3 | $336K | Buy |
3,118
+978
| +46% | +$105K | 0.04% | 334 |
|
|
2017
Q2 | $205K | Buy |
2,140
+842
| +65% | +$80.7K | 0.02% | 442 |
|
|
2017
Q1 | $110K | Buy |
1,298
+346
| +36% | +$29.3K | 0.02% | 562 |
|
|
2016
Q4 | $73K | Sell |
952
-46
| -5% | -$3.53K | 0.01% | 672 |
|
|
2016
Q3 | $88K | Sell |
998
-92
| -8% | -$8.11K | 0.01% | 607 |
|
|
2016
Q2 | $99K | Buy |
1,090
+116
| +12% | +$10.5K | 0.02% | 535 |
|
|
2016
Q1 | $92K | Buy |
974
+579
| +147% | +$54.7K | 0.02% | 538 |
|
|
2015
Q4 | $35K | Buy |
+395
| New | +$35K | 0.01% | 807 |
|