Bourgeon Capital Management’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-20
| Closed | -$2.93K | – | 182 |
|
|
2023
Q4 | $2.93K | Sell |
20
-2,980
| -99% | -$436K | ﹤0.01% | 291 |
|
|
2023
Q3 | $434K | Buy |
3,000
+1,000
| +50% | +$145K | 0.1% | 76 |
|
|
2023
Q2 | $393K | Buy |
+2,000
| New | +$393K | 0.09% | 81 |
|
|
2020
Q3 | – | Sell |
-26
| Closed | -$5K | – | 302 |
|
|
2020
Q2 | $5K | Sell |
26
-300
| -92% | -$57.7K | ﹤0.01% | 220 |
|
|
2020
Q1 | $52K | Buy |
326
+26
| +9% | +$4.15K | 0.03% | 106 |
|
|
2019
Q4 | $62K | Hold |
300
| – | – | 0.03% | 109 |
|
|
2019
Q3 | $60K | Buy |
+300
| New | +$60K | 0.03% | 109 |
|