Icon Wealth Partners’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $117K | Buy |
810
+15
| +2% | +$2.17K | 0.01% | 365 |
|
|
2023
Q2 | $156K | Buy |
795
+304
| +62% | +$59.7K | 0.02% | 346 |
|
|
2023
Q1 | $121K | Buy |
+491
| New | +$121K | 0.01% | 377 |
|
|
2020
Q3 | – | Sell |
-1,341
| Closed | -$253K | – | 276 |
|
|
2020
Q2 | $253K | Buy |
+1,341
| New | +$253K | 0.06% | 212 |
|
|
2019
Q2 | – | Sell |
-87
| Closed | -$14K | – | 332 |
|
|
2019
Q1 | $14K | Buy |
+87
| New | +$14K | 0.01% | 622 |
|
|
2018
Q3 | – | Sell |
-143
| Closed | -$20K | – | 391 |
|
|
2018
Q2 | $20K | Buy |
+143
| New | +$20K | 0.01% | 588 |
|
|
2018
Q1 | – | Sell |
-230
| Closed | -$29K | – | 390 |
|
|
2017
Q4 | $29K | Buy |
+230
| New | +$29K | 0.01% | 532 |
|