LifePlan 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
Q4 | – | Sell |
-2,732
| Closed | -$272K | – | 89 |
|
|
2024
Q3 | $272K | Sell |
2,732
-99
| -3% | -$9.87K | 0.23% | 85 |
|
|
2024
Q2 | $301K | Sell |
2,831
-6
| -0.2% | -$638 | 0.28% | 79 |
|
|
2024
Q1 | $437K | Sell |
2,837
-23
| -0.8% | -$3.55K | 0.4% | 73 |
|
|
2023
Q4 | $418K | Buy |
+2,860
| New | +$418K | 0.42% | 70 |
|