Forum Financial Management’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,059
| Closed | -$208K | – | 650 |
|
|
2023
Q2 | $208K | Sell |
1,059
-27
| -2% | -$5.3K | ﹤0.01% | 598 |
|
|
2023
Q1 | $268K | Buy |
1,086
+27
| +3% | +$6.65K | 0.01% | 442 |
|
|
2022
Q4 | $263K | Hold |
1,059
| – | – | 0.01% | 432 |
|
|
2022
Q3 | $229K | Sell |
1,059
-9
| -0.8% | -$1.95K | 0.01% | 447 |
|
|
2022
Q2 | $272K | Sell |
1,068
-275
| -20% | -$70K | 0.01% | 386 |
|
|
2022
Q1 | $365K | Buy |
1,343
+31
| +2% | +$8.43K | 0.02% | 314 |
|
|
2021
Q4 | $486K | Buy |
+1,312
| New | +$486K | 0.03% | 258 |
|