J.W. Coons Advisors’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 | – | Sell |
-1,295
| Closed | -$254K | – | 228 |
|
|
2023
Q2 | $254K | Sell |
1,295
-1,865
| -59% | -$366K | 0.07% | 209 |
|
|
2023
Q1 | $779K | Buy |
+3,160
| New | +$779K | 0.22% | 103 |
|
|
2022
Q2 | – | Sell |
-3,711
| Closed | -$1.01M | – | 252 |
|
|
2022
Q1 | $1.01M | Buy |
3,711
+266
| +8% | +$72.1K | 0.3% | 82 |
|
|
2021
Q4 | $1.27M | Buy |
3,445
+597
| +21% | +$221K | 0.39% | 69 |
|
|
2021
Q3 | $849K | Buy |
2,848
+130
| +5% | +$38.8K | 0.29% | 90 |
|
|
2021
Q2 | $866K | Buy |
2,718
+268
| +11% | +$85.4K | 0.31% | 87 |
|
|
2021
Q1 | $713K | Buy |
+2,450
| New | +$713K | 0.26% | 102 |
|