Zeke Capital Advisors’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $378K | Sell |
1,523
-207
| -12% | -$51.4K | 0.02% | 290 |
|
|
2022
Q3 | $374K | Sell |
1,730
-35
| -2% | -$7.57K | 0.03% | 265 |
|
|
2022
Q2 | $450K | Buy |
1,765
+265
| +18% | +$67.6K | 0.03% | 236 |
|
|
2022
Q1 | $409K | Buy |
+1,500
| New | +$409K | 0.02% | 276 |
|
|
2020
Q1 | – | Sell |
-2,554
| Closed | -$528K | – | 323 |
|
|
2019
Q4 | $528K | Sell |
2,554
-590
| -19% | -$122K | 0.04% | 363 |
|
|
2019
Q3 | $625K | Sell |
3,144
-811
| -21% | -$161K | 0.06% | 309 |
|
|
2019
Q2 | $724K | Sell |
3,955
-98
| -2% | -$17.9K | 0.07% | 270 |
|
|
2019
Q1 | $671K | Buy |
4,053
+10
| +0.2% | +$1.66K | 0.06% | 290 |
|
|
2018
Q4 | $526K | Sell |
4,043
-1,152
| -22% | -$150K | 0.05% | 324 |
|
|
2018
Q3 | $755K | Hold |
5,195
| – | – | 0.06% | 302 |
|
|
2018
Q2 | $741K | Hold |
5,195
| – | – | 0.07% | 234 |
|
|
2018
Q1 | $778K | Buy |
5,195
+1,152
| +28% | +$173K | 0.07% | 241 |
|
|
2017
Q4 | $514K | Buy |
4,043
+242
| +6% | +$30.8K | 0.05% | 286 |
|
|
2017
Q3 | $410K | Buy |
+3,801
| New | +$410K | 0.06% | 264 |
|