Kingsview Wealth Management’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 |
-2,070
| Closed | -$206K | – | 1131 |
|
|
2024
Q3 | $206K | Buy |
+2,070
| New | +$206K | ﹤0.01% | 1031 |
|
|
2023
Q4 | – | Sell |
-1,674
| Closed | -$242K | – | 962 |
|
|
2023
Q3 | $242K | Buy |
+1,674
| New | +$242K | 0.01% | 827 |
|
|
2023
Q2 | – | Sell |
-907
| Closed | -$223K | – | 921 |
|
|
2023
Q1 | $223K | Sell |
907
-2
| -0.2% | -$493 | 0.01% | 804 |
|
|
2022
Q4 | $225K | Sell |
909
-23
| -2% | -$5.71K | 0.01% | 757 |
|
|
2022
Q3 | $201K | Buy |
+932
| New | +$201K | 0.01% | 762 |
|
|
2022
Q2 | – | Sell |
-747
| Closed | -$203K | – | 836 |
|
|
2022
Q1 | $203K | Sell |
747
-334
| -31% | -$91K | 0.01% | 814 |
|
|
2021
Q4 | $400K | Hold |
1,081
| – | – | 0.02% | 630 |
|
|
2021
Q3 | $324K | Sell |
1,081
-118
| -10% | -$35.4K | 0.02% | 662 |
|
|
2021
Q2 | $380K | Buy |
1,199
+78
| +7% | +$24.7K | 0.02% | 634 |
|
|
2021
Q1 | $328K | Sell |
1,121
-166
| -13% | -$48.6K | 0.02% | 611 |
|
|
2020
Q4 | $343K | Buy |
+1,287
| New | +$343K | 0.02% | 523 |
|
|
2019
Q2 | – | Sell |
-2,115
| Closed | -$350K | – | 424 |
|
|
2019
Q1 | $350K | Sell |
2,115
-96
| -4% | -$15.9K | 0.05% | 323 |
|
|
2018
Q4 | $288K | Buy |
2,211
+154
| +7% | +$20.1K | 0.06% | 293 |
|
|
2018
Q3 | $299K | Buy |
2,057
+90
| +5% | +$13.1K | 0.06% | 288 |
|
|
2018
Q2 | $281K | Buy |
1,967
+5
| +0.3% | +$714 | 0.07% | 270 |
|
|
2018
Q1 | $294K | Buy |
+1,962
| New | +$294K | 0.07% | 259 |
|