Guardian Capital Advisors’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 |
-1,992
| Closed | -$204K | – | 171 |
|
|
2024
Q2 | $204K | Hold |
1,992
| – | – | 0.02% | 167 |
|
|
2024
Q1 | $275K | Hold |
1,992
| – | – | 0.03% | 150 |
|
|
2023
Q4 | $277K | Buy |
1,992
+12
| +0.6% | +$1.67K | 0.03% | 153 |
|
|
2023
Q3 | $278K | Hold |
1,980
| – | – | 0.03% | 150 |
|
|
2023
Q2 | $378K | Buy |
+1,980
| New | +$378K | 0.04% | 132 |
|