Altium Wealth Management’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $535K | Sell |
2,101
-77
| -4% | -$19.6K | 0.04% | 227 |
|
|
2022
Q1 | $593K | Buy |
2,178
+96
| +5% | +$26.1K | 0.04% | 234 |
|
|
2021
Q4 | $771K | Buy |
2,082
+381
| +22% | +$141K | 0.05% | 185 |
|
|
2021
Q3 | $510K | Buy |
1,701
+145
| +9% | +$43.5K | 0.04% | 225 |
|
|
2021
Q2 | $495K | Buy |
1,556
+200
| +15% | +$63.6K | 0.04% | 231 |
|
|
2021
Q1 | $394K | Buy |
1,356
+310
| +30% | +$90.1K | 0.03% | 261 |
|
|
2020
Q4 | $278K | Buy |
+1,046
| New | +$278K | 0.02% | 297 |
|
|
2018
Q3 | – | Sell |
-1,486
| Closed | -$212K | – | 307 |
|
|
2018
Q2 | $212K | Buy |
+1,486
| New | +$212K | 0.06% | 239 |
|