Modera Wealth Management’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 |
-2,910
| Closed | -$290K | – | 620 |
|
|
2024
Q3 | $290K | Sell |
2,910
-299
| -9% | -$29.8K | ﹤0.01% | 494 |
|
|
2024
Q2 | $341K | Sell |
3,209
-7,481
| -70% | -$796K | 0.01% | 453 |
|
|
2024
Q1 | $1.65M | Sell |
10,690
-289
| -3% | -$44.6K | 0.03% | 246 |
|
|
2023
Q4 | $1.61M | Sell |
10,979
-644
| -6% | -$94.2K | 0.03% | 239 |
|
|
2023
Q3 | $1.68M | Sell |
11,623
-833
| -7% | -$120K | 0.03% | 232 |
|
|
2023
Q2 | $2.45M | Buy |
+12,456
| New | +$2.45M | 0.04% | 206 |
|