Jackson Grant Investment Advisers’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-187
| Closed | -$46.1K | – | 436 |
|
|
2023
Q1 | $46.1K | Hold |
187
| – | – | 0.02% | 190 |
|
|
2022
Q4 | $46.4K | Hold |
187
| – | – | 0.02% | 186 |
|
|
2022
Q3 | $40K | Hold |
187
| – | – | 0.02% | 195 |
|
|
2022
Q2 | $48K | Hold |
187
| – | – | 0.02% | 184 |
|
|
2022
Q1 | $51K | Hold |
187
| – | – | 0.02% | 200 |
|
|
2021
Q4 | $69K | Hold |
187
| – | – | 0.04% | 146 |
|
|
2021
Q3 | $56K | Hold |
187
| – | – | 0.02% | 193 |
|
|
2021
Q2 | $59K | Hold |
187
| – | – | 0.03% | 186 |
|
|
2021
Q1 | $54K | Hold |
187
| – | – | 0.02% | 186 |
|
|
2020
Q4 | $50K | Buy |
+187
| New | +$50K | 0.03% | 182 |
|