Wealthstreet Investment Advisors’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-41,032
| Closed | -$11.9M | – | 159 |
|
|
2021
Q1 | $11.9M | Hold |
41,032
| – | – | 1.16% | 21 |
|
|
2020
Q4 | $10.9M | Sell |
41,032
-200
| -0.5% | -$53.2K | 1.1% | 23 |
|
|
2020
Q3 | $9M | Hold |
41,232
| – | – | 1.01% | 25 |
|
|
2020
Q2 | $7.78M | Sell |
41,232
-602
| -1% | -$114K | 0.95% | 25 |
|
|
2020
Q1 | $6.67M | Hold |
41,834
| – | – | 0.99% | 26 |
|
|
2019
Q4 | $8.64M | Hold |
41,834
| – | – | 1.01% | 25 |
|
|
2019
Q3 | $7.97M | Sell |
41,834
-2,600
| -6% | -$495K | 1.02% | 25 |
|
|
2019
Q2 | $8.14M | Sell |
44,434
-600
| -1% | -$110K | 1.05% | 23 |
|
|
2019
Q1 | $7.46M | Hold |
45,034
| – | – | 0.98% | 25 |
|
|
2018
Q4 | $5.94M | Hold |
45,034
| – | – | 0.83% | 33 |
|
|
2018
Q3 | $6.54M | Hold |
45,034
| – | – | 0.81% | 31 |
|
|
2018
Q2 | $6.43M | Sell |
45,034
-200
| -0.4% | -$28.5K | 0.85% | 28 |
|
|
2018
Q1 | $6.77M | Hold |
45,234
| – | – | 0.85% | 27 |
|
|
2017
Q4 | $5.76M | Buy |
+45,234
| New | +$5.76M | 0.7% | 33 |
|