Financial Synergies Wealth 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
Q1 | – | Sell |
-7
| Closed | -$1.74K | – | 520 |
|
|
2023
Q4 | $1.74K | Buy |
+7
| New | +$1.74K | ﹤0.01% | 256 |
|
|
2023
Q2 | – | Sell |
-7
| Closed | -$1.73K | – | 503 |
|
|
2023
Q1 | $1.73K | Hold |
7
| – | – | ﹤0.01% | 310 |
|
|
2022
Q4 | $1.74K | Hold |
7
| – | – | ﹤0.01% | 256 |
|
|
2022
Q3 | $1.51K | Hold |
7
| – | – | ﹤0.01% | 246 |
|
|
2022
Q2 | $1.78K | Buy |
+7
| New | +$1.78K | ﹤0.01% | 250 |
|