L.J. Altfest & Co’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 |
-838
| Closed | -$207K | – | 294 |
|
|
2023
Q1 | $207K | Sell |
838
-1
| -0.1% | -$247 | 0.03% | 264 |
|
|
2022
Q4 | $208K | Buy |
+839
| New | +$208K | 0.03% | 245 |
|
|
2022
Q3 | – | Sell |
-838
| Closed | -$213K | – | 265 |
|
|
2022
Q2 | $213K | Buy |
838
+103
| +14% | +$26.2K | 0.04% | 233 |
|
|
2022
Q1 | $200K | Hold |
735
| – | – | 0.04% | 246 |
|
|
2021
Q4 | $272K | Hold |
735
| – | – | 0.05% | 212 |
|
|
2021
Q3 | $220K | Hold |
735
| – | – | 0.05% | 242 |
|
|
2021
Q2 | $234K | Hold |
735
| – | – | 0.05% | 242 |
|
|
2021
Q1 | $214K | Sell |
735
-265
| -27% | -$77.2K | 0.05% | 253 |
|
|
2020
Q4 | $266K | Hold |
1,000
| – | – | 0.07% | 216 |
|
|
2020
Q3 | $218K | Buy |
+1,000
| New | +$218K | 0.06% | 204 |
|
|
2020
Q1 | – | Sell |
-1,000
| Closed | -$207K | – | 206 |
|
|
2019
Q4 | $207K | Buy |
+1,000
| New | +$207K | 0.05% | 187 |
|