BerganKDV Wealth Management’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $982 | Sell |
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|
2023
Q1 | $4.96K | Hold |
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|
2022
Q4 | $5K | Sell |
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|
2022
Q3 | $5K | Sell |
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|
2022
Q2 | $22K | Buy |
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|
2022
Q1 | $23K | Hold |
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|
2021
Q4 | $31K | Hold |
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|
2021
Q3 | $26K | Hold |
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|
2021
Q2 | $27K | Hold |
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|
2021
Q1 | $25K | Hold |
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|
2020
Q4 | $23K | Buy |
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|
2020
Q3 | $4K | Sell |
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|
2020
Q2 | $12K | Buy |
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|
2020
Q1 | $5K | Hold |
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|
2019
Q4 | $6K | Buy |
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