Dakota 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
Q2 | – | Sell |
-4,964
| Closed | -$1.22M | – | 650 |
|
|
2023
Q1 | $1.22M | Buy |
4,964
+3,810
| +330% | +$939K | 0.08% | 202 |
|
|
2022
Q4 | $286K | Buy |
+1,154
| New | +$286K | 0.02% | 448 |
|
|
2020
Q3 | – | Sell |
-1,602
| Closed | -$302K | – | 292 |
|
|
2020
Q2 | $302K | Sell |
1,602
-3,381
| -68% | -$637K | 0.05% | 213 |
|
|
2020
Q1 | $794K | Sell |
4,983
-742
| -13% | -$118K | 0.17% | 117 |
|
|
2019
Q4 | $1.18M | Buy |
5,725
+850
| +17% | +$175K | 0.19% | 110 |
|
|
2019
Q3 | $970K | Buy |
+4,875
| New | +$970K | 0.17% | 122 |
|