Lee Financial’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-121
| Closed | -$17.7K | – | 363 |
|
2023
Q4 | $17.7K | Sell |
121
-33
| -21% | -$4.83K | ﹤0.01% | 337 |
|
2023
Q3 | $22.3K | Buy |
154
+100
| +185% | +$14.5K | ﹤0.01% | 290 |
|
2023
Q2 | $10.6K | Buy |
54
+24
| +80% | +$4.71K | ﹤0.01% | 398 |
|
2023
Q1 | $7.4K | Sell |
30
-4
| -12% | -$986 | ﹤0.01% | 467 |
|
2022
Q4 | $8.44K | Buy |
34
+9
| +36% | +$2.23K | ﹤0.01% | 486 |
|
2022
Q3 | $5K | Hold |
25
| – | – | ﹤0.01% | 534 |
|
2022
Q2 | $6K | Buy |
25
+19
| +317% | +$4.56K | ﹤0.01% | 525 |
|
2022
Q1 | $2K | Buy |
+6
| New | +$2K | ﹤0.01% | 638 |
|
2021
Q4 | – | Sell |
-12
| Closed | -$4K | – | 917 |
|
2021
Q3 | $4K | Buy |
+12
| New | +$4K | ﹤0.01% | 510 |
|
2018
Q3 | – | Sell |
-39
| Closed | -$6K | – | 534 |
|
2018
Q2 | $6K | Sell |
39
-3
| -7% | -$462 | ﹤0.01% | 589 |
|
2018
Q1 | $6K | Buy |
+42
| New | +$6K | ﹤0.01% | 590 |
|