GW & Wade’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $814K | Sell |
5,568
-3,274
| -37% | -$479K | 0.03% | 251 |
|
|
2023
Q3 | $1.28M | Sell |
8,842
-434
| -5% | -$62.7K | 0.05% | 193 |
|
|
2023
Q2 | $1.82M | Buy |
9,276
+279
| +3% | +$54.8K | 0.07% | 172 |
|
|
2023
Q1 | $2.22M | Buy |
8,997
+387
| +4% | +$95.4K | 0.09% | 144 |
|
|
2022
Q4 | $2.14M | Buy |
8,610
+1,741
| +25% | +$432K | 0.09% | 143 |
|
|
2022
Q3 | $1.48M | Buy |
6,869
+682
| +11% | +$147K | 0.07% | 152 |
|
|
2022
Q2 | $1.58M | Buy |
6,187
+764
| +14% | +$195K | 0.07% | 157 |
|
|
2022
Q1 | $1.48M | Buy |
5,423
+1,140
| +27% | +$310K | 0.06% | 158 |
|
|
2021
Q4 | $1.59M | Buy |
4,283
+366
| +9% | +$136K | 0.07% | 154 |
|
|
2021
Q3 | $1.18M | Buy |
3,917
+98
| +3% | +$29.4K | 0.06% | 173 |
|
|
2021
Q2 | $1.22M | Buy |
3,819
+410
| +12% | +$130K | 0.06% | 169 |
|
|
2021
Q1 | $992K | Buy |
3,409
+2,456
| +258% | +$715K | 0.05% | 163 |
|
|
2020
Q4 | $254K | Buy |
+953
| New | +$254K | 0.02% | 268 |
|