WMS Partners’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
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|
2017
Q4 | $838K | Sell |
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|
2017
Q3 | $748K | Buy |
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|
2017
Q2 | $632K | Hold |
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|
2017
Q1 | $559K | Hold |
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|
2016
Q4 | $504K | Sell |
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|
2016
Q3 | $584K | Hold |
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|
2016
Q2 | $600K | Hold |
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|
2016
Q1 | $622K | Hold |
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|
2015
Q4 | $581K | Buy |
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|
2015
Q3 | $526K | Sell |
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|
2015
Q2 | $604K | Buy |
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|
2015
Q1 | $576K | Buy |
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|
2014
Q4 | $495K | Hold |
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|
2014
Q3 | $486K | Hold |
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|
2014
Q2 | $483K | Hold |
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|
2014
Q1 | $435K | Hold |
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|
2013
Q4 | $490K | Buy |
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|
2013
Q3 | $419K | Hold |
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|
2013
Q2 | $395K | Buy |
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