Great Lakes Retirement’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9
| Closed | -$958 | – | 330 |
|
|
2024
Q2 | $958 | Buy |
+9
| New | +$958 | ﹤0.01% | 626 |
|
|
2023
Q2 | – | Sell |
-5,059
| Closed | -$1.25M | – | 225 |
|
|
2023
Q1 | $1.25M | Buy |
5,059
+1,534
| +44% | +$378K | 0.23% | 88 |
|
|
2022
Q4 | $875K | Buy |
+3,525
| New | +$875K | 0.22% | 77 |
|
|
2020
Q1 | $405K | Sell |
2,533
-568
| -18% | -$90.8K | 0.19% | 87 |
|
|
2019
Q4 | $643K | Buy |
+3,101
| New | +$643K | 0.2% | 100 |
|