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 |
|