EFS
Essex Financial Services’s Estee Lauder EL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-815
| Closed | -$201K | – | 485 |
|
|
2023
Q1 | $201K | Buy |
+815
| New | +$201K | 0.02% | 464 |
|
|
2022
Q3 | – | Sell |
-815
| Closed | -$208K | – | 468 |
|
|
2022
Q2 | $208K | Sell |
815
-13
| -2% | -$3.32K | 0.02% | 458 |
|
|
2022
Q1 | $225K | Sell |
828
-178
| -18% | -$48.4K | 0.02% | 440 |
|
|
2021
Q4 | $372K | Buy |
1,006
+16
| +2% | +$5.92K | 0.04% | 332 |
|
|
2021
Q3 | $297K | Buy |
990
+59
| +6% | +$17.7K | 0.03% | 347 |
|
|
2021
Q2 | $271K | Hold |
931
| – | – | 0.04% | 345 |
|
|
2021
Q1 | $271K | Sell |
931
-10
| -1% | -$2.91K | 0.05% | 281 |
|
|
2020
Q4 | $250K | Buy |
941
+20
| +2% | +$5.31K | 0.05% | 271 |
|
|
2020
Q3 | $201K | Buy |
+921
| New | +$201K | 0.05% | 266 |
|