MAM
McLean Asset Management’s Estee Lauder EL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-663
| Closed | -$229K | – | 136 |
|
|
2021
Q4 | $229K | Buy |
663
+28
| +4% | +$9.67K | 0.09% | 119 |
|
|
2021
Q3 | $210K | Hold |
635
| – | – | 0.08% | 132 |
|
|
2021
Q2 | $206K | Hold |
635
| – | – | 0.09% | 113 |
|
|
2021
Q1 | $200K | Buy |
+635
| New | +$200K | 0.16% | 103 |
|