Lake Street Advisors 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 |
-1,552
| Closed | -$239K | – | 636 |
|
|
2024
Q1 | $239K | Buy |
+1,552
| New | +$239K | 0.01% | 513 |
|
|
2021
Q3 | – | Sell |
-1,002
| Closed | -$327K | – | 291 |
|
|
2021
Q2 | $327K | Buy |
1,002
+10
| +1% | +$3.26K | 0.02% | 230 |
|
|
2021
Q1 | $289K | Buy |
992
+76
| +8% | +$22.1K | 0.02% | 245 |
|
|
2020
Q4 | $244K | Sell |
916
-102
| -10% | -$27.2K | 0.02% | 260 |
|
|
2020
Q3 | $222K | Sell |
1,018
-118
| -10% | -$25.7K | 0.02% | 247 |
|
|
2020
Q2 | $214K | Buy |
+1,136
| New | +$214K | 0.02% | 245 |
|
|
2018
Q1 | – | Sell |
-2,288
| Closed | -$291K | – | 327 |
|
|
2017
Q4 | $291K | Buy |
+2,288
| New | +$291K | 0.03% | 222 |
|