WFG Advisors’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $2K | Hold |
26
| – | – | ﹤0.01% | 1405 |
|
|
2017
Q1 | $2K | Hold |
26
| – | – | ﹤0.01% | 1333 |
|
|
2016
Q4 | $2K | Buy |
26
+18
| +225% | +$1.39K | ﹤0.01% | 1405 |
|
|
2016
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 1459 |
|
|
2016
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 1442 |
|
|
2016
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 1405 |
|
|
2015
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 1439 |
|
|
2015
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 1485 |
|
|
2015
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 1556 |
|
|
2015
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 1613 |
|
|
2014
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 1932 |
|
|
2014
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 1942 |
|
|
2014
Q2 | $1K | Sell |
8
-178
| -96% | -$22.3K | ﹤0.01% | 1876 |
|
|
2014
Q1 | $12K | Sell |
186
-13
| -7% | -$839 | ﹤0.01% | 1406 |
|
|
2013
Q4 | $15K | Buy |
199
+1
| +0.5% | +$75 | ﹤0.01% | 1452 |
|
|
2013
Q3 | $14K | Sell |
198
-175
| -47% | -$12.4K | ﹤0.01% | 1394 |
|
|
2013
Q2 | $25K | Buy |
+373
| New | +$25K | ﹤0.01% | 1127 |
|