ZWJ Investment Counsel’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-4,800
| Closed | -$611K | – | 200 |
|
2017
Q4 | $611K | Sell |
4,800
-1,000
| -17% | -$127K | 0.05% | 150 |
|
2017
Q3 | $625K | Sell |
5,800
-1,900
| -25% | -$205K | 0.05% | 142 |
|
2017
Q2 | $739K | Sell |
7,700
-68
| -0.9% | -$6.53K | 0.06% | 131 |
|
2017
Q1 | $659K | Buy |
+7,768
| New | +$659K | 0.05% | 141 |
|