Cyndeo 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
Q1 | – | Sell |
-5,472
| Closed | -$800K | – | 388 |
|
|
2023
Q4 | $800K | Sell |
5,472
-1,330
| -20% | -$195K | 0.07% | 205 |
|
|
2023
Q3 | $983K | Buy |
6,802
+926
| +16% | +$134K | 0.1% | 172 |
|
|
2023
Q2 | $1.15M | Buy |
5,876
+1,132
| +24% | +$222K | 0.12% | 158 |
|
|
2023
Q1 | $1.17M | Buy |
4,744
+1,491
| +46% | +$367K | 0.13% | 162 |
|
|
2022
Q4 | $807K | Buy |
+3,253
| New | +$807K | 0.09% | 182 |
|