Forte Capital’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-815
| Closed | -$201K | – | 214 |
|
2023
Q1 | $201K | Hold |
815
| – | – | 0.03% | 209 |
|
2022
Q4 | $202K | Buy |
+815
| New | +$202K | 0.03% | 197 |
|
2022
Q3 | – | Sell |
-889
| Closed | -$226K | – | 191 |
|
2022
Q2 | $226K | Buy |
889
+55
| +7% | +$14K | 0.04% | 184 |
|
2022
Q1 | $309K | Hold |
834
| – | – | 0.04% | 180 |
|
2021
Q4 | $309K | Buy |
+834
| New | +$309K | 0.04% | 180 |
|