Evermay 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2
| Closed | -$293 | – | 647 |
|
|
2023
Q4 | $293 | Buy |
+2
| New | +$293 | ﹤0.01% | 656 |
|
|
2022
Q2 | – | Sell |
-30
| Closed | -$8K | – | 530 |
|
|
2022
Q1 | $8K | Hold |
30
| – | – | ﹤0.01% | 433 |
|
|
2021
Q4 | $11K | Hold |
30
| – | – | ﹤0.01% | 398 |
|
|
2021
Q3 | $9K | Sell |
30
-170
| -85% | -$51K | ﹤0.01% | 389 |
|
|
2021
Q2 | $64K | Buy |
+200
| New | +$64K | 0.01% | 258 |
|