Goepper Burkhardt’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 |
-1,202
| Closed | -$236K | – | 68 |
|
|
2023
Q2 | $236K | Hold |
1,202
| – | – | 0.14% | 60 |
|
|
2023
Q1 | $296K | Hold |
1,202
| – | – | 0.19% | 51 |
|
|
2022
Q4 | $298K | Hold |
1,202
| – | – | 0.21% | 44 |
|
|
2022
Q3 | $260K | Hold |
1,202
| – | – | 0.19% | 50 |
|
|
2022
Q2 | $306K | Hold |
1,202
| – | – | 0.22% | 48 |
|
|
2022
Q1 | $327K | Hold |
1,202
| – | – | 0.2% | 47 |
|
|
2021
Q4 | $445K | Hold |
1,202
| – | – | 0.26% | 39 |
|
|
2021
Q3 | $361K | Hold |
1,202
| – | – | 0.23% | 44 |
|
|
2021
Q2 | $382K | Hold |
1,202
| – | – | 0.24% | 41 |
|
|
2021
Q1 | $350K | Hold |
1,202
| – | – | 0.24% | 43 |
|
|
2020
Q4 | $320K | Buy |
+1,202
| New | +$320K | 0.23% | 45 |
|