Cavalier Investments’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-2,733
| Closed | -$678K | – | 72 |
|
2022
Q4 | $678K | Sell |
2,733
-168
| -6% | -$41.7K | 0.24% | 66 |
|
2022
Q3 | $626K | Sell |
2,901
-1,088
| -27% | -$235K | 0.23% | 72 |
|
2022
Q2 | $1.02M | Sell |
3,989
-370
| -8% | -$94.2K | 0.36% | 53 |
|
2022
Q1 | $1.19M | Sell |
4,359
-463
| -10% | -$126K | 0.31% | 78 |
|
2021
Q4 | $1.79M | Sell |
4,822
-261
| -5% | -$96.6K | 0.46% | 65 |
|
2021
Q3 | $1.53M | Buy |
+5,083
| New | +$1.53M | 0.48% | 73 |
|