MCWS
McKinley Carter Wealth Services’s Estee Lauder EL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,139
| Closed | -$224K | – | 294 |
|
|
2023
Q2 | $224K | Sell |
1,139
-18,149
| -94% | -$3.57M | 0.02% | 282 |
|
|
2023
Q1 | $4.75M | Buy |
19,288
+37
| +0.2% | +$9.12K | 0.37% | 58 |
|
|
2022
Q4 | $4.78M | Buy |
19,251
+44
| +0.2% | +$10.9K | 0.4% | 54 |
|
|
2022
Q3 | $4.15M | Buy |
19,207
+836
| +5% | +$181K | 0.39% | 57 |
|
|
2022
Q2 | $4.68M | Buy |
18,371
+570
| +3% | +$145K | 0.41% | 53 |
|
|
2022
Q1 | $4.85M | Buy |
17,801
+95
| +0.5% | +$25.9K | 0.38% | 55 |
|
|
2021
Q4 | $6.56M | Sell |
17,706
-1,454
| -8% | -$538K | 0.49% | 46 |
|
|
2021
Q3 | $5.75M | Sell |
19,160
-220
| -1% | -$66K | 0.47% | 48 |
|
|
2021
Q2 | $6.17M | Buy |
19,380
+37
| +0.2% | +$11.8K | 0.51% | 41 |
|
|
2021
Q1 | $5.63M | Sell |
19,343
-346
| -2% | -$101K | 0.48% | 48 |
|
|
2020
Q4 | $5.24M | Buy |
19,689
+2,208
| +13% | +$588K | 0.69% | 41 |
|
|
2020
Q3 | $3.82M | Buy |
17,481
+303
| +2% | +$66.1K | 0.86% | 37 |
|
|
2020
Q2 | $3.24M | Buy |
17,178
+4,171
| +32% | +$787K | 0.79% | 39 |
|
|
2020
Q1 | $2.07M | Buy |
13,007
+1,954
| +18% | +$311K | 0.62% | 41 |
|
|
2019
Q4 | $2.28M | Buy |
11,053
+701
| +7% | +$145K | 0.53% | 45 |
|
|
2019
Q3 | $2.06M | Buy |
+10,352
| New | +$2.06M | 0.53% | 47 |
|