HC Financial Advisors’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.53M | Buy |
5,996
+325
| +6% | +$82.8K | 1.02% | 38 |
|
|
2022
Q1 | $1.54M | Sell |
5,671
-145
| -2% | -$39.5K | 0.92% | 42 |
|
|
2021
Q4 | $2.15M | Sell |
5,816
-67
| -1% | -$24.8K | 1.2% | 29 |
|
|
2021
Q3 | $1.76M | Sell |
5,883
-101
| -2% | -$30.3K | 1.06% | 35 |
|
|
2021
Q2 | $1.9M | Sell |
5,984
-748
| -11% | -$238K | 1.11% | 33 |
|
|
2021
Q1 | $1.96M | Sell |
6,732
-230
| -3% | -$66.9K | 1.19% | 29 |
|
|
2020
Q4 | $1.85M | Sell |
6,962
-244
| -3% | -$64.9K | 1.19% | 31 |
|
|
2020
Q3 | $1.57M | Sell |
7,206
-269
| -4% | -$58.7K | 1.13% | 33 |
|
|
2020
Q2 | $1.41M | Sell |
7,475
-152
| -2% | -$28.7K | 1.1% | 35 |
|
|
2020
Q1 | $1.22M | Sell |
7,627
-48
| -0.6% | -$7.65K | 1.09% | 37 |
|
|
2019
Q4 | $1.59M | Sell |
7,675
-75
| -1% | -$15.5K | 1.25% | 35 |
|
|
2019
Q3 | $1.54M | Buy |
+7,750
| New | +$1.54M | 1.32% | 34 |
|
|
2018
Q4 | – | Sell |
-6,706
| Closed | -$975K | – | 30 |
|
|
2018
Q3 | $975K | Buy |
+6,706
| New | +$975K | 0.86% | 44 |
|