Moneta Group Investment Advisors’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-817
| Closed | -$201K | – | 552 |
|
|
2023
Q1 | $201K | Buy |
+817
| New | +$201K | ﹤0.01% | 502 |
|
|
2022
Q1 | – | Sell |
-562
| Closed | -$208K | – | 460 |
|
|
2021
Q4 | $208K | Buy |
+562
| New | +$208K | 0.01% | 450 |
|
|
2021
Q3 | – | Sell |
-707
| Closed | -$225K | – | 457 |
|
|
2021
Q2 | $225K | Buy |
+707
| New | +$225K | 0.01% | 414 |
|
|
2018
Q2 | – | Sell |
-473
| Closed | -$71K | – | 457 |
|
|
2018
Q1 | $71K | Buy |
+473
| New | +$71K | 0.01% | 286 |
|