Curi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6
| Closed | -$2K | – | 343 |
|
|
2022
Q2 | $2K | Hold |
6
| – | – | ﹤0.01% | 515 |
|
|
2022
Q1 | $1K | Sell |
6
-1
| -14% | -$167 | ﹤0.01% | 480 |
|
|
2021
Q4 | $2K | Buy |
+7
| New | +$2K | ﹤0.01% | 414 |
|
|
2021
Q1 | – | Sell |
-5
| Closed | -$1K | – | 217 |
|
|
2020
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 354 |
|