Independent Advisor Alliance’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 | – | Sell |
-1,386
| Closed | -$200K | – | 685 |
|
|
2023
Q3 | $200K | Buy |
1,386
+300
| +28% | +$43.4K | 0.01% | 610 |
|
|
2023
Q2 | $213K | Buy |
1,086
+73
| +7% | +$14.3K | 0.01% | 605 |
|
|
2023
Q1 | $250K | Buy |
+1,013
| New | +$250K | 0.01% | 557 |
|
|
2021
Q4 | – | Sell |
-2,707
| Closed | -$812K | – | 686 |
|
|
2021
Q3 | $812K | Sell |
2,707
-161
| -6% | -$48.3K | 0.05% | 291 |
|
|
2021
Q2 | $912K | Buy |
+2,868
| New | +$912K | 0.05% | 295 |
|