Financial Advocates Investment 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
Q3 | – | Sell |
-2,166
| Closed | -$230K | – | 761 |
|
|
2024
Q2 | $230K | Buy |
2,166
+247
| +13% | +$26.3K | 0.01% | 639 |
|
|
2024
Q1 | $296K | Buy |
1,919
+112
| +6% | +$17.3K | 0.02% | 595 |
|
|
2023
Q4 | $264K | Buy |
1,807
+309
| +21% | +$45.2K | 0.02% | 601 |
|
|
2023
Q3 | $217K | Sell |
1,498
-88
| -6% | -$12.7K | 0.02% | 629 |
|
|
2023
Q2 | $311K | Buy |
1,586
+408
| +35% | +$80.1K | 0.02% | 511 |
|
|
2023
Q1 | $290K | Buy |
1,178
+218
| +23% | +$53.7K | 0.02% | 559 |
|
|
2022
Q4 | $238K | Buy |
+960
| New | +$238K | 0.02% | 619 |
|
|
2021
Q2 | – | Sell |
-1,087
| Closed | -$317K | – | 746 |
|
|
2021
Q1 | $317K | Sell |
1,087
-36
| -3% | -$10.5K | 0.02% | 576 |
|
|
2020
Q4 | $299K | Buy |
1,123
+7
| +0.6% | +$1.86K | 0.02% | 563 |
|
|
2020
Q3 | $243K | Buy |
1,116
+13
| +1% | +$2.83K | 0.02% | 521 |
|
|
2020
Q2 | $208K | Buy |
+1,103
| New | +$208K | 0.02% | 540 |
|
|
2020
Q1 | – | Sell |
-1,013
| Closed | -$209K | – | 482 |
|
|
2019
Q4 | $209K | Buy |
+1,013
| New | +$209K | 0.02% | 474 |
|