Accretive 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,167
| Closed | -$747K | – | 131 |
|
|
2023
Q3 | $747K | Buy |
5,167
+393
| +8% | +$56.8K | 0.45% | 75 |
|
|
2023
Q2 | $938K | Buy |
4,774
+203
| +4% | +$39.9K | 0.56% | 61 |
|
|
2023
Q1 | $1.13M | Buy |
4,571
+153
| +3% | +$37.7K | 0.72% | 46 |
|
|
2022
Q4 | $1.1M | Buy |
4,418
+249
| +6% | +$61.8K | 0.75% | 44 |
|
|
2022
Q3 | $900K | Buy |
4,169
+5
| +0.1% | +$1.08K | 0.69% | 48 |
|
|
2022
Q2 | $1.06M | Buy |
+4,164
| New | +$1.06M | 0.77% | 47 |
|