YorkBridge Wealth Partners’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-192
| Closed | -$35K | – | 308 |
|
|
2019
Q2 | $35K | Sell |
192
-2
| -1% | -$365 | 0.02% | 406 |
|
|
2019
Q1 | $32K | Hold |
194
| – | – | 0.01% | 403 |
|
|
2018
Q4 | $25K | Hold |
194
| – | – | 0.01% | 408 |
|
|
2018
Q3 | $28K | Hold |
194
| – | – | 0.01% | 436 |
|
|
2018
Q2 | $28K | Sell |
194
-4
| -2% | -$577 | 0.01% | 448 |
|
|
2018
Q1 | $30K | Hold |
198
| – | – | 0.01% | 431 |
|
|
2017
Q4 | $27K | Sell |
198
-32
| -14% | -$4.36K | 0.01% | 449 |
|
|
2017
Q3 | $25K | Hold |
230
| – | – | 0.01% | 465 |
|
|
2017
Q2 | $22K | Hold |
230
| – | – | 0.01% | 480 |
|
|
2017
Q1 | $20K | Buy |
230
+27
| +13% | +$2.35K | 0.01% | 506 |
|
|
2016
Q4 | $16K | Buy |
+203
| New | +$16K | 0.01% | 497 |
|