1776 Wealth’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,742
| Closed | -$269K | – | 149 |
|
|
2024
Q1 | $269K | Buy |
1,742
+53
| +3% | +$8.17K | 0.13% | 111 |
|
|
2023
Q4 | $247K | Sell |
1,689
-41
| -2% | -$6K | 0.12% | 114 |
|
|
2023
Q3 | $250K | Hold |
1,730
| – | – | 0.13% | 109 |
|
|
2023
Q2 | $340K | Buy |
1,730
+408
| +31% | +$80.1K | 0.18% | 101 |
|
|
2023
Q1 | $326K | Sell |
1,322
-48
| -4% | -$11.8K | 0.2% | 86 |
|
|
2022
Q4 | $340K | Buy |
1,370
+160
| +13% | +$39.7K | 0.24% | 84 |
|
|
2022
Q3 | $261K | Sell |
1,210
-53
| -4% | -$11.4K | 0.2% | 91 |
|
|
2022
Q2 | $321K | Hold |
1,263
| – | – | 0.23% | 84 |
|
|
2022
Q1 | $345K | Buy |
1,263
+245
| +24% | +$66.9K | 0.2% | 91 |
|
|
2021
Q4 | $377K | Buy |
1,018
+2
| +0.2% | +$741 | 0.2% | 87 |
|
|
2021
Q3 | $305K | Sell |
1,016
-150
| -13% | -$45K | 0.17% | 93 |
|
|
2021
Q2 | $371K | Hold |
1,166
| – | – | 0.21% | 78 |
|
|
2021
Q1 | $324K | Sell |
1,166
-27
| -2% | -$7.5K | 0.2% | 79 |
|
|
2020
Q4 | $318K | Buy |
1,193
+66
| +6% | +$17.6K | 0.2% | 81 |
|
|
2020
Q3 | $246K | Sell |
1,127
-36
| -3% | -$7.86K | 0.18% | 87 |
|
|
2020
Q2 | $219K | Sell |
1,163
-1,391
| -54% | -$262K | 0.15% | 93 |
|
|
2020
Q1 | $474K | Buy |
2,554
+1,371
| +116% | +$254K | 0.2% | 81 |
|
|
2019
Q4 | $256K | Buy |
+1,183
| New | +$256K | 0.22% | 83 |
|