Atria Wealth Solutions’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 |
-1,760
| Closed | -$271K | – | 1944 |
|
|
2024
Q1 | $271K | Sell |
1,760
-157
| -8% | -$24.2K | ﹤0.01% | 1617 |
|
|
2023
Q4 | $280K | Sell |
1,917
-282
| -13% | -$41.2K | ﹤0.01% | 1533 |
|
|
2023
Q3 | $318K | Buy |
2,199
+188
| +9% | +$27.2K | ﹤0.01% | 1378 |
|
|
2023
Q2 | $395K | Sell |
2,011
-1,189
| -37% | -$233K | 0.01% | 1272 |
|
|
2023
Q1 | $789K | Buy |
3,200
+1,375
| +75% | +$339K | 0.01% | 903 |
|
|
2022
Q4 | $453K | Buy |
1,825
+185
| +11% | +$45.9K | 0.01% | 1127 |
|
|
2022
Q3 | $354K | Buy |
+1,640
| New | +$354K | 0.01% | 1194 |
|
|
2022
Q2 | – | Sell |
-896
| Closed | -$244K | – | 1669 |
|
|
2022
Q1 | $244K | Buy |
+896
| New | +$244K | ﹤0.01% | 1443 |
|