Concord Wealth Partners’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3
| Closed | -$299 | – | 942 |
|
|
2024
Q3 | $299 | Sell |
3
-9
| -75% | -$897 | ﹤0.01% | 917 |
|
|
2024
Q2 | $1.23K | Buy |
+12
| New | +$1.23K | ﹤0.01% | 709 |
|
|
2024
Q1 | – | Sell |
-1,173
| Closed | -$172K | – | 868 |
|
|
2023
Q4 | $172K | Buy |
1,173
+98
| +9% | +$14.3K | 0.03% | 218 |
|
|
2023
Q3 | $155K | Buy |
1,075
+954
| +788% | +$138K | 0.03% | 221 |
|
|
2023
Q2 | $23.8K | Buy |
121
+23
| +23% | +$4.52K | 0.01% | 479 |
|
|
2023
Q1 | $24.2K | Sell |
98
-86
| -47% | -$21.2K | 0.01% | 460 |
|
|
2022
Q4 | $45.6K | Buy |
+184
| New | +$45.6K | 0.01% | 393 |
|
|
2022
Q3 | – | Sell |
-196
| Closed | -$50K | – | 430 |
|
|
2022
Q2 | $50K | Sell |
196
-10
| -5% | -$2.55K | 0.01% | 379 |
|
|
2022
Q1 | $56K | Sell |
206
-14
| -6% | -$3.81K | 0.01% | 409 |
|
|
2021
Q4 | $81K | Buy |
220
+89
| +68% | +$32.8K | 0.02% | 341 |
|
|
2021
Q3 | $39K | Sell |
131
-77
| -37% | -$22.9K | 0.02% | 261 |
|
|
2021
Q2 | $66K | Hold |
208
| – | – | 0.02% | 304 |
|
|
2021
Q1 | $60K | Buy |
208
+110
| +112% | +$31.7K | 0.02% | 305 |
|
|
2020
Q4 | $26K | Buy |
+98
| New | +$26K | 0.02% | 278 |
|