BerganKDV Wealth Management’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 | $982 | Sell |
5
-15
| -75% | -$2.95K | ﹤0.01% | 757 |
|
|
2023
Q1 | $4.97K | Hold |
20
| – | – | ﹤0.01% | 691 |
|
|
2022
Q4 | $5K | Sell |
20
-1
| -5% | -$250 | ﹤0.01% | 675 |
|
|
2022
Q3 | $5K | Sell |
21
-65
| -76% | -$15.5K | ﹤0.01% | 673 |
|
|
2022
Q2 | $22K | Buy |
86
+1
| +1% | +$256 | ﹤0.01% | 485 |
|
|
2022
Q1 | $23K | Hold |
85
| – | – | ﹤0.01% | 496 |
|
|
2021
Q4 | $31K | Hold |
85
| – | – | ﹤0.01% | 485 |
|
|
2021
Q3 | $26K | Hold |
85
| – | – | ﹤0.01% | 487 |
|
|
2021
Q2 | $27K | Hold |
85
| – | – | ﹤0.01% | 479 |
|
|
2021
Q1 | $25K | Hold |
85
| – | – | ﹤0.01% | 450 |
|
|
2020
Q4 | $23K | Buy |
85
+65
| +325% | +$17.6K | ﹤0.01% | 450 |
|
|
2020
Q3 | $4K | Sell |
20
-45
| -69% | -$9K | ﹤0.01% | 603 |
|
|
2020
Q2 | $12K | Buy |
65
+34
| +110% | +$6.28K | ﹤0.01% | 514 |
|
|
2020
Q1 | $5K | Hold |
31
| – | – | ﹤0.01% | 578 |
|
|
2019
Q4 | $6K | Buy |
+31
| New | +$6K | ﹤0.01% | 590 |
|