Intersect Capital’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-796
| Closed | -$295K | – | 449 |
|
|
2021
Q4 | $295K | Buy |
796
+18
| +2% | +$6.67K | 0.05% | 317 |
|
|
2021
Q3 | $233K | Buy |
778
+124
| +19% | +$37.1K | 0.04% | 338 |
|
|
2021
Q2 | $208K | Buy |
+654
| New | +$208K | 0.04% | 342 |
|
|
2015
Q2 | – | Sell |
-517
| Closed | -$42K | – | 193 |
|
|
2015
Q1 | $42K | Hold |
517
| – | – | 0.03% | 201 |
|
|
2014
Q4 | $39K | Buy |
+517
| New | +$39K | 0.03% | 211 |
|