Aptus Capital Advisors’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 |
-2,144
| Closed | -$228K | – | 1242 |
|
|
2024
Q2 | $228K | Buy |
2,144
+127
| +6% | +$13.5K | ﹤0.01% | 702 |
|
|
2024
Q1 | $311K | Buy |
2,017
+370
| +22% | +$57K | 0.01% | 615 |
|
|
2023
Q4 | $241K | Sell |
1,647
-779
| -32% | -$114K | 0.01% | 503 |
|
|
2023
Q3 | $351K | Buy |
2,426
+1,328
| +121% | +$192K | 0.01% | 441 |
|
|
2023
Q2 | $216K | Buy |
1,098
+203
| +23% | +$39.9K | 0.01% | 457 |
|
|
2023
Q1 | $221K | Sell |
895
-123
| -12% | -$30.3K | 0.01% | 450 |
|
|
2022
Q4 | $253K | Sell |
1,018
-1,762
| -63% | -$437K | 0.01% | 431 |
|
|
2022
Q3 | $600K | Buy |
+2,780
| New | +$600K | 0.01% | 304 |
|
|
2022
Q2 | – | Sell |
-1,272
| Closed | -$346K | – | 667 |
|
|
2022
Q1 | $346K | Buy |
+1,272
| New | +$346K | 0.01% | 332 |
|
|
2020
Q2 | – | Sell |
-11,978
| Closed | -$1.91M | – | 408 |
|
|
2020
Q1 | $1.91M | Buy |
+11,978
| New | +$1.91M | 0.16% | 93 |
|