Evoke Wealth’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-11,264
| Closed | -$1.63M | – | 172 |
|
|
2023
Q3 | $1.63M | Buy |
+11,264
| New | +$1.63M | 0.06% | 132 |
|
|
2022
Q4 | – | Sell |
-509
| Closed | -$110K | – | 604 |
|
|
2022
Q3 | $110K | Sell |
509
-23
| -4% | -$4.97K | ﹤0.01% | 398 |
|
|
2022
Q2 | $135K | Buy |
532
+35
| +7% | +$8.88K | 0.01% | 373 |
|
|
2022
Q1 | $135K | Sell |
497
-23
| -4% | -$6.25K | ﹤0.01% | 395 |
|
|
2021
Q4 | $192K | Buy |
520
+1
| +0.2% | +$369 | 0.01% | 370 |
|
|
2021
Q3 | $155K | Sell |
519
-10
| -2% | -$2.99K | 0.01% | 366 |
|
|
2021
Q2 | $168K | Sell |
529
-22
| -4% | -$6.99K | 0.01% | 379 |
|
|
2021
Q1 | $160K | Buy |
551
+76
| +16% | +$22.1K | 0.01% | 329 |
|
|
2020
Q4 | $127K | Hold |
475
| – | – | 0.01% | 279 |
|
|
2020
Q3 | $104K | Sell |
475
-13
| -3% | -$2.85K | 0.01% | 277 |
|
|
2020
Q2 | $92K | Sell |
488
-7
| -1% | -$1.32K | 0.01% | 283 |
|
|
2020
Q1 | $78.9K | Sell |
495
-812
| -62% | -$129K | 0.01% | 292 |
|
|
2019
Q4 | $270K | Buy |
1,307
+300
| +30% | +$62K | 0.03% | 189 |
|
|
2019
Q3 | $200K | Buy |
+1,007
| New | +$200K | 0.02% | 254 |
|