GenWealth Group’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 |
-2,104
| Closed | -$210K | – | 75 |
|
|
2024
Q3 | $210K | Hold |
2,104
| – | – | 0.05% | 68 |
|
|
2024
Q2 | $224K | Hold |
2,104
| – | – | 0.06% | 60 |
|
|
2024
Q1 | $324K | Buy |
2,104
+365
| +21% | +$56.3K | 0.08% | 53 |
|
|
2023
Q4 | $254K | Hold |
1,739
| – | – | 0.07% | 61 |
|
|
2023
Q3 | $251K | Hold |
1,739
| – | – | 0.08% | 60 |
|
|
2023
Q2 | $342K | Hold |
1,739
| – | – | 0.1% | 57 |
|
|
2023
Q1 | $429K | Hold |
1,739
| – | – | 0.13% | 53 |
|
|
2022
Q4 | $431K | Hold |
1,739
| – | – | 0.14% | 53 |
|
|
2022
Q3 | $375K | Hold |
1,739
| – | – | 0.13% | 42 |
|
|
2022
Q2 | $443K | Hold |
1,739
| – | – | 0.14% | 38 |
|
|
2022
Q1 | $474K | Hold |
1,739
| – | – | 0.13% | 43 |
|
|
2021
Q4 | $643K | Hold |
1,739
| – | – | 0.17% | 42 |
|
|
2021
Q3 | $522K | Hold |
1,739
| – | – | 0.15% | 39 |
|
|
2021
Q2 | $553K | Hold |
1,739
| – | – | 0.16% | 37 |
|
|
2021
Q1 | $505K | Hold |
1,739
| – | – | 0.16% | 43 |
|
|
2020
Q4 | $463K | Hold |
1,739
| – | – | 0.15% | 44 |
|
|
2020
Q3 | $385K | Hold |
1,739
| – | – | 0.14% | 50 |
|
|
2020
Q2 | $329K | Hold |
1,739
| – | – | 0.13% | 56 |
|
|
2020
Q1 | $277K | Buy |
1,739
+427
| +33% | +$68K | 0.12% | 50 |
|
|
2019
Q4 | $270K | Hold |
1,312
| – | – | 0.1% | 59 |
|
|
2019
Q3 | $261K | Hold |
1,312
| – | – | 0.11% | 59 |
|
|
2019
Q2 | $241K | Hold |
1,312
| – | – | 0.1% | 60 |
|
|
2019
Q1 | $216K | Buy |
+1,312
| New | +$216K | 0.1% | 59 |
|