Fairfield Financial Advisors’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-63
| Closed | -$6.28K | – | 268 |
|
|
2024
Q3 | $6.28K | Hold |
63
| – | – | ﹤0.01% | 240 |
|
|
2024
Q2 | $6.7K | Buy |
+63
| New | +$6.7K | ﹤0.01% | 230 |
|
|
2023
Q4 | $20.9K | Sell |
143
-307
| -68% | -$44.9K | 0.01% | 194 |
|
|
2023
Q3 | $65K | Sell |
450
-306
| -40% | -$44.2K | 0.03% | 116 |
|
|
2023
Q2 | $148K | Sell |
756
-944
| -56% | -$185K | 0.06% | 78 |
|
|
2023
Q1 | $420K | Sell |
1,700
-918
| -35% | -$227K | 0.18% | 51 |
|
|
2022
Q4 | $650K | Sell |
2,618
-635
| -20% | -$158K | 0.3% | 40 |
|
|
2022
Q3 | $702K | Sell |
3,253
-404
| -11% | -$87.2K | 0.33% | 36 |
|
|
2022
Q2 | $931K | Sell |
3,657
-1,890
| -34% | -$481K | 0.43% | 34 |
|
|
2022
Q1 | $1.51M | Buy |
+5,547
| New | +$1.51M | 0.55% | 32 |
|