EPG 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 |
-1,652
| Closed | -$407K | – | 414 |
|
|
2023
Q1 | $407K | Buy |
1,652
+669
| +68% | +$165K | 0.13% | 156 |
|
|
2022
Q4 | $244K | Sell |
983
-1,131
| -54% | -$280K | 0.09% | 185 |
|
|
2022
Q3 | $456K | Buy |
2,114
+1,244
| +143% | +$268K | 0.19% | 110 |
|
|
2022
Q2 | $222K | Buy |
870
+32
| +4% | +$8.17K | 0.09% | 197 |
|
|
2022
Q1 | $228K | Sell |
838
-37
| -4% | -$10.1K | 0.08% | 212 |
|
|
2021
Q4 | $324K | Buy |
875
+66
| +8% | +$24.4K | 0.11% | 162 |
|
|
2021
Q3 | $243K | Buy |
809
+59
| +8% | +$17.7K | 0.1% | 180 |
|
|
2021
Q2 | $239K | Sell |
750
-10
| -1% | -$3.19K | 0.1% | 178 |
|
|
2021
Q1 | $221K | Buy |
+760
| New | +$221K | 0.11% | 173 |
|
|
2020
Q2 | – | Sell |
-529
| Closed | -$84K | – | 315 |
|
|
2020
Q1 | $84K | Sell |
529
-328
| -38% | -$52.1K | 0.06% | 198 |
|
|
2019
Q4 | $177K | Buy |
+857
| New | +$177K | 0.13% | 107 |
|