WESPAC Advisors SoCal’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 |
-725
| Closed | -$211K | – | 84 |
|
|
2021
Q1 | $211K | Buy |
+725
| New | +$211K | 0.08% | 70 |
|
|
2020
Q4 | – | Sell |
-1,265
| Closed | -$284K | – | 77 |
|
|
2020
Q3 | $284K | Sell |
1,265
-100
| -7% | -$22.5K | 0.14% | 61 |
|
|
2020
Q2 | $259K | Hold |
1,365
| – | – | 0.12% | 68 |
|
|
2020
Q1 | $238K | Buy |
1,365
+200
| +17% | +$34.9K | 0.13% | 66 |
|
|
2019
Q4 | $241K | Hold |
1,165
| – | – | 0.11% | 76 |
|
|
2019
Q3 | $232K | Sell |
1,165
-210
| -15% | -$41.8K | 0.11% | 77 |
|
|
2019
Q2 | $251K | Sell |
1,375
-250
| -15% | -$45.6K | 0.13% | 74 |
|
|
2019
Q1 | $269K | Buy |
+1,625
| New | +$269K | 0.15% | 72 |
|