Connecticut 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
Q4
Sell
-2,196
Closed -$317K 324
2023
Q3
$317K Buy
2,196
+445
+25% +$64.3K 0.02% 216
2023
Q2
$344K Buy
1,751
+584
+50% +$115K 0.02% 188
2023
Q1
$288K Buy
1,167
+42
+4% +$10.4K 0.02% 200
2022
Q4
$279K Buy
1,125
+3
+0.3% +$744 0.02% 161
2022
Q3
$242K Buy
1,122
+303
+37% +$65.4K 0.02% 171
2022
Q2
$209K Buy
+819
New +$209K 0.02% 174