Curated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-794
| Closed | -$294K | – | 141 |
|
|
2022
Q1 | $294K | Hold |
794
| – | – | 0.1% | 113 |
|
|
2021
Q4 | $294K | Hold |
794
| – | – | 0.1% | 117 |
|
|
2021
Q3 | $238K | Hold |
794
| – | – | 0.13% | 124 |
|
|
2021
Q2 | $253K | Hold |
794
| – | – | 0.14% | 122 |
|
|
2021
Q1 | $231K | Sell |
794
-88
| -10% | -$25.6K | 0.14% | 124 |
|
|
2020
Q4 | $235K | Buy |
+882
| New | +$235K | 0.15% | 125 |
|