Apexium Financial’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,033
| Closed | -$216K | – | 241 |
|
|
2024
Q2 | $216K | Sell |
2,033
-50
| -2% | -$5.32K | 0.02% | 208 |
|
|
2024
Q1 | $321K | Sell |
2,083
-549
| -21% | -$84.6K | 0.02% | 172 |
|
|
2023
Q4 | $385K | Buy |
2,632
+503
| +24% | +$73.6K | 0.03% | 192 |
|
|
2023
Q3 | $308K | Sell |
2,129
-98
| -4% | -$14.2K | 0.03% | 170 |
|
|
2023
Q2 | $437K | Buy |
2,227
+37
| +2% | +$7.27K | 0.04% | 147 |
|
|
2023
Q1 | $540K | Sell |
2,190
-29
| -1% | -$7.15K | 0.05% | 127 |
|
|
2022
Q4 | $551K | Buy |
2,219
+124
| +6% | +$30.8K | 0.06% | 124 |
|
|
2022
Q3 | $452K | Buy |
+2,095
| New | +$452K | 0.06% | 128 |
|