OPOWM
One Plus One Wealth Management’s Estee Lauder EL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,063
| Closed | -$230K | – | 94 |
|
|
2022
Q3 | $230K | Sell |
1,063
-131
| -11% | -$28.3K | 0.19% | 79 |
|
|
2022
Q2 | $304K | Hold |
1,194
| – | – | 0.23% | 69 |
|
|
2022
Q1 | $325K | Hold |
1,194
| – | – | 0.22% | 68 |
|
|
2021
Q4 | $442K | Sell |
1,194
-86
| -7% | -$31.8K | 0.31% | 52 |
|
|
2021
Q3 | $384K | Hold |
1,280
| – | – | 0.28% | 50 |
|
|
2021
Q2 | $407K | Hold |
1,280
| – | – | 0.28% | 45 |
|
|
2021
Q1 | $372K | Buy |
+1,280
| New | +$372K | 0.29% | 47 |
|