HGWM
Harvest Group Wealth Management’s Estee Lauder EL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $46.8K | Sell |
190
-22
| -10% | -$5.42K | 0.03% | 65 |
|
|
2022
Q4 | $52.6K | Hold |
212
| – | – | 0.03% | 62 |
|
|
2022
Q3 | $43K | Hold |
212
| – | – | 0.03% | 66 |
|
|
2022
Q2 | $58K | Hold |
212
| – | – | 0.04% | 67 |
|
|
2022
Q1 | $58K | Hold |
212
| – | – | 0.03% | 54 |
|
|
2021
Q4 | $78K | Hold |
212
| – | – | 0.04% | 40 |
|
|
2021
Q3 | $64K | Hold |
212
| – | – | 0.04% | 43 |
|
|
2021
Q2 | $67K | Buy |
+212
| New | +$67K | 0.04% | 35 |
|
|
2021
Q1 | – | Sell |
-414
| Closed | -$110K | – | 224 |
|
|
2020
Q4 | $110K | Hold |
414
| – | – | 0.07% | 64 |
|
|
2020
Q3 | $90K | Hold |
414
| – | – | 0.06% | 65 |
|
|
2020
Q2 | $78K | Hold |
414
| – | – | 0.07% | 61 |
|
|
2020
Q1 | $65K | Hold |
414
| – | – | 0.07% | 68 |
|
|
2019
Q4 | $85K | Hold |
414
| – | – | 0.07% | 61 |
|
|
2019
Q3 | $82K | Hold |
414
| – | – | 0.1% | 60 |
|
|
2019
Q2 | $75K | Hold |
414
| – | – | 0.1% | 56 |
|
|
2019
Q1 | $69K | Buy |
+414
| New | +$69K | 0.06% | 73 |
|