LM Advisors’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 |
-3,760
| Closed | -$375K | – | 191 |
|
|
2024
Q3 | $375K | Buy |
3,760
+591
| +19% | +$58.9K | 0.08% | 133 |
|
|
2024
Q2 | $337K | Sell |
3,169
-5,200
| -62% | -$553K | ﹤0.01% | 150 |
|
|
2024
Q1 | $1.29M | Sell |
8,369
-3,500
| -29% | -$539K | 0.2% | 84 |
|
|
2023
Q4 | $1.74M | Buy |
+11,869
| New | +$1.74M | 0.35% | 59 |
|