Oxler Private Wealth’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,422
| Closed | -$353K | – | 92 |
|
|
2022
Q4 | $353K | Sell |
1,422
-170
| -11% | -$42.2K | 0.19% | 83 |
|
|
2022
Q3 | $344K | Sell |
1,592
-199
| -11% | -$43K | 0.19% | 81 |
|
|
2022
Q2 | $456K | Buy |
1,791
+5
| +0.3% | +$1.27K | 0.22% | 80 |
|
|
2022
Q1 | $486K | Buy |
1,786
+4
| +0.2% | +$1.09K | 0.22% | 83 |
|
|
2021
Q4 | $660K | Buy |
1,782
+2
| +0.1% | +$741 | 0.27% | 82 |
|
|
2021
Q3 | $533K | Hold |
1,780
| – | – | 0.23% | 91 |
|
|
2021
Q2 | $566K | Hold |
1,780
| – | – | 0.25% | 95 |
|
|
2021
Q1 | $517K | Buy |
1,780
+1,175
| +194% | +$341K | 0.26% | 85 |
|
|
2020
Q4 | $107K | Buy |
+605
| New | +$107K | 0.06% | 133 |
|