Meadow Creek Wealth 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
Q2 | – | Sell |
-1,624
| Closed | -$250K | – | 125 |
|
|
2024
Q1 | $250K | Buy |
+1,624
| New | +$250K | 0.17% | 117 |
|
|
2022
Q3 | $360K | Sell |
1,667
-4
| -0.2% | -$864 | 0.48% | 55 |
|
|
2022
Q2 | $426K | Sell |
1,671
-28
| -2% | -$7.14K | 0.52% | 45 |
|
|
2022
Q1 | $463K | Sell |
1,699
-178
| -9% | -$48.5K | 0.5% | 51 |
|
|
2021
Q4 | $695K | Buy |
+1,877
| New | +$695K | 0.66% | 31 |
|