J.M. Forbes & Co’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-800
| Closed | -$204K | – | 110 |
|
|
2022
Q2 | $204K | Hold |
800
| – | – | 0.03% | 109 |
|
|
2022
Q1 | $218K | Hold |
800
| – | – | 0.03% | 111 |
|
|
2021
Q4 | $296K | Hold |
800
| – | – | 0.03% | 101 |
|
|
2021
Q3 | $240K | Hold |
800
| – | – | 0.03% | 103 |
|
|
2021
Q2 | $254K | Hold |
800
| – | – | 0.03% | 104 |
|
|
2021
Q1 | $232K | Hold |
800
| – | – | 0.03% | 95 |
|
|
2020
Q4 | $213K | Buy |
+800
| New | +$213K | 0.03% | 99 |
|