Baron Silver Stevens Financial Advisors’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-836
| Closed | -$206K | – | 110 |
|
|
2023
Q1 | $206K | Buy |
+836
| New | +$206K | 0.05% | 102 |
|
|
2022
Q3 | – | Sell |
-1,208
| Closed | -$307K | – | 115 |
|
|
2022
Q2 | $307K | Buy |
1,208
+452
| +60% | +$115K | 0.08% | 79 |
|
|
2022
Q1 | $205K | Buy |
+756
| New | +$205K | 0.05% | 95 |
|
|
2021
Q1 | – | Sell |
-13
| Closed | -$3K | – | 169 |
|
|
2020
Q4 | $3K | Buy |
+13
| New | +$3K | ﹤0.01% | 355 |
|