JFS Wealth Advisors’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5
| Closed | -$499 | – | 1961 |
|
|
2024
Q3 | $499 | Sell |
5
-41
| -89% | -$4.09K | ﹤0.01% | 1798 |
|
|
2024
Q2 | $4.9K | Sell |
46
-3
| -6% | -$319 | ﹤0.01% | 1074 |
|
|
2024
Q1 | $7.55K | Buy |
49
+2
| +4% | +$308 | ﹤0.01% | 915 |
|
|
2023
Q4 | $6.87K | Buy |
47
+1
| +2% | +$146 | ﹤0.01% | 928 |
|
|
2023
Q3 | $6.65K | Buy |
46
+11
| +31% | +$1.59K | ﹤0.01% | 876 |
|
|
2023
Q2 | $6.87K | Sell |
35
-4
| -10% | -$786 | ﹤0.01% | 874 |
|
|
2023
Q1 | $9.61K | Sell |
39
-6
| -13% | -$1.48K | ﹤0.01% | 731 |
|
|
2022
Q4 | $11.2K | Sell |
45
-12
| -21% | -$2.98K | ﹤0.01% | 667 |
|
|
2022
Q3 | $12K | Buy |
57
+1
| +2% | +$211 | ﹤0.01% | 674 |
|
|
2022
Q2 | $14K | Buy |
56
+26
| +87% | +$6.5K | ﹤0.01% | 664 |
|
|
2022
Q1 | $8K | Buy |
30
+14
| +88% | +$3.73K | ﹤0.01% | 862 |
|
|
2021
Q4 | $6K | Buy |
+16
| New | +$6K | ﹤0.01% | 758 |
|
|
2018
Q4 | – | Sell |
-330
| Closed | -$48K | – | 480 |
|
|
2018
Q3 | $48K | Buy |
+330
| New | +$48K | 0.01% | 249 |
|
|
2018
Q2 | – | Sell |
-25
| Closed | -$4K | – | 493 |
|
|
2018
Q1 | $4K | Hold |
25
| – | – | ﹤0.01% | 433 |
|
|
2017
Q4 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 462 |
|