Journey Advisory Group’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,300
| Closed | -$200K | – | 226 |
|
|
2024
Q1 | $200K | Buy |
+1,300
| New | +$200K | 0.02% | 231 |
|
|
2023
Q3 | – | Sell |
-1,300
| Closed | -$255K | – | 217 |
|
|
2023
Q2 | $255K | Hold |
1,300
| – | – | 0.04% | 199 |
|
|
2023
Q1 | $320K | Sell |
1,300
-50
| -4% | -$12.3K | 0.05% | 177 |
|
|
2022
Q4 | $335K | Sell |
1,350
-294
| -18% | -$72.9K | 0.08% | 160 |
|
|
2022
Q3 | $355K | Buy |
1,644
+300
| +22% | +$64.8K | 0.09% | 169 |
|
|
2022
Q2 | $368K | Buy |
1,344
+44
| +3% | +$12K | 0.08% | 182 |
|
|
2022
Q1 | $354K | Hold |
1,300
| – | – | 0.09% | 170 |
|
|
2021
Q4 | $481K | Buy |
+1,300
| New | +$481K | 0.13% | 137 |
|