BWM
BNC Wealth Management’s Estee Lauder EL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,177
| Closed | -$1.12M | – | 108 |
|
|
2022
Q3 | $1.12M | Sell |
5,177
-248
| -5% | -$53.6K | 0.68% | 48 |
|
|
2022
Q2 | $1.38M | Buy |
5,425
+70
| +1% | +$17.8K | 0.72% | 42 |
|
|
2022
Q1 | $1.46M | Buy |
5,355
+237
| +5% | +$64.5K | 0.72% | 42 |
|
|
2021
Q4 | $1.9M | Buy |
5,118
+206
| +4% | +$76.3K | 0.9% | 34 |
|
|
2021
Q3 | $1.47M | Buy |
4,912
+210
| +4% | +$63K | 0.87% | 39 |
|
|
2021
Q2 | $1.5M | Buy |
4,702
+281
| +6% | +$89.4K | 0.91% | 39 |
|
|
2021
Q1 | $1.29M | Buy |
4,421
+280
| +7% | +$81.4K | 0.91% | 36 |
|
|
2020
Q4 | $1.1M | Buy |
4,141
+157
| +4% | +$41.8K | 0.7% | 49 |
|
|
2020
Q3 | $870K | Buy |
+3,984
| New | +$870K | 0.61% | 51 |
|