Kelleher Financial 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
Q2 | – | Sell |
-938
| Closed | -$231K | – | 115 |
|
|
2023
Q1 | $231K | Hold |
938
| – | – | 0.15% | 92 |
|
|
2022
Q4 | $233K | Buy |
938
+1
| +0.1% | +$248 | 0.17% | 77 |
|
|
2022
Q3 | $202K | Hold |
937
| – | – | 0.14% | 96 |
|
|
2022
Q2 | $238K | Hold |
937
| – | – | 0.11% | 118 |
|
|
2022
Q1 | $255K | Hold |
937
| – | – | 0.14% | 102 |
|
|
2021
Q4 | $347K | Hold |
937
| – | – | 0.18% | 84 |
|
|
2021
Q3 | $281K | Hold |
937
| – | – | 0.12% | 125 |
|
|
2021
Q2 | $298K | Buy |
937
+1
| +0.1% | +$318 | 0.17% | 93 |
|
|
2021
Q1 | $272K | Buy |
936
+1
| +0.1% | +$291 | 0.17% | 89 |
|
|
2020
Q4 | $249K | Buy |
935
+1
| +0.1% | +$266 | 0.19% | 87 |
|
|
2020
Q3 | $203K | Buy |
+934
| New | +$203K | 0.17% | 93 |
|