Monumental Financial Group’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 |
-4,668
| Closed | -$1.15M | – | 58 |
|
|
2023
Q1 | $1.15M | Buy |
4,668
+210
| +5% | +$51.7K | 0.82% | 30 |
|
|
2022
Q4 | $1.11M | Buy |
+4,458
| New | +$1.11M | 0.89% | 26 |
|
|
2021
Q3 | – | Sell |
-683
| Closed | -$217K | – | 43 |
|
|
2021
Q2 | $217K | Sell |
683
-20
| -3% | -$6.35K | 0.19% | 24 |
|
|
2021
Q1 | $204K | Buy |
+703
| New | +$204K | 0.19% | 49 |
|