Winslow Evans & Crocker’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $52K | Buy |
195
+30
| +18% | +$8K | 0.01% | 589 |
|
|
2020
Q3 | $36K | Buy |
165
+125
| +313% | +$27.3K | 0.01% | 514 |
|
|
2020
Q2 | $8K | Hold |
40
| – | – | ﹤0.01% | 782 |
|
|
2020
Q1 | $8K | Hold |
40
| – | – | ﹤0.01% | 745 |
|
|
2019
Q4 | $10K | Hold |
40
| – | – | ﹤0.01% | 816 |
|
|
2019
Q3 | $8K | Hold |
40
| – | – | ﹤0.01% | 852 |
|
|
2019
Q2 | $8K | Hold |
40
| – | – | ﹤0.01% | 867 |
|
|
2019
Q1 | $8K | Hold |
40
| – | – | ﹤0.01% | 854 |
|
|
2018
Q4 | $6K | Hold |
40
| – | – | ﹤0.01% | 869 |
|
|
2018
Q3 | $6K | Sell |
40
-1,300
| -97% | -$195K | ﹤0.01% | 892 |
|
|
2018
Q2 | $192K | Buy |
1,340
+200
| +18% | +$28.7K | 0.06% | 262 |
|
|
2018
Q1 | $171K | Hold |
1,140
| – | – | 0.06% | 277 |
|
|
2017
Q4 | $145K | Buy |
1,140
+1,100
| +2,750% | +$140K | 0.05% | 308 |
|
|
2017
Q3 | $4.31K | Hold |
40
| – | – | ﹤0.01% | 953 |
|
|
2017
Q2 | $3.84K | Hold |
40
| – | – | ﹤0.01% | 1099 |
|
|
2017
Q1 | $3.39K | Hold |
40
| – | – | ﹤0.01% | 1084 |
|
|
2016
Q4 | $3.06K | Hold |
40
| – | – | ﹤0.01% | 1099 |
|
|
2016
Q3 | $3.54K | Hold |
40
| – | – | ﹤0.01% | 1115 |
|
|
2016
Q2 | $3.64K | Hold |
40
| – | – | ﹤0.01% | 1094 |
|
|
2016
Q1 | $3.77K | Hold |
40
| – | – | ﹤0.01% | 1075 |
|
|
2015
Q4 | $3.52K | Hold |
40
| – | – | ﹤0.01% | 1141 |
|
|
2015
Q3 | $3.23K | Buy |
+40
| New | +$3.23K | ﹤0.01% | 1103 |
|
|
2015
Q2 | – | Sell |
-54
| Closed | -$4.49K | – | 1320 |
|
|
2015
Q1 | $4.49K | Hold |
54
| – | – | ﹤0.01% | 1054 |
|
|
2014
Q4 | $4.12K | Hold |
54
| – | – | ﹤0.01% | 1081 |
|
|
2014
Q3 | $4.04K | Hold |
54
| – | – | ﹤0.01% | 1140 |
|
|
2014
Q2 | $4.01K | Sell |
54
-84
| -61% | -$6.24K | ﹤0.01% | 1075 |
|
|
2014
Q1 | $9.23K | Hold |
138
| – | – | ﹤0.01% | 865 |
|
|
2013
Q4 | $10K | Buy |
+138
| New | +$10K | ﹤0.01% | 902 |
|