Gilbert & Cook’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 |
-1,312
| Closed | -$258K | – | 221 |
|
|
2023
Q2 | $258K | Sell |
1,312
-651
| -33% | -$128K | 0.04% | 186 |
|
|
2023
Q1 | $484K | Sell |
1,963
-3
| -0.2% | -$739 | 0.08% | 101 |
|
|
2022
Q4 | $488K | Buy |
1,966
+14
| +0.7% | +$3.47K | 0.09% | 105 |
|
|
2022
Q3 | $371K | Buy |
1,952
+376
| +24% | +$71.5K | 0.08% | 134 |
|
|
2022
Q2 | $401K | Buy |
+1,576
| New | +$401K | 0.07% | 125 |
|