Paragon Financial Partners’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,426
| Closed | -$220K | – | 86 |
|
|
2024
Q1 | $220K | Hold |
1,426
| – | – | 0.18% | 80 |
|
|
2023
Q4 | $209K | Hold |
1,426
| – | – | 0.2% | 79 |
|
|
2023
Q3 | $206K | Hold |
1,426
| – | – | 0.21% | 80 |
|
|
2023
Q2 | $280K | Hold |
1,426
| – | – | 0.26% | 67 |
|
|
2023
Q1 | $351K | Hold |
1,426
| – | – | 0.37% | 54 |
|
|
2022
Q4 | $354K | Hold |
1,426
| – | – | 0.39% | 53 |
|
|
2022
Q3 | $308K | Sell |
1,426
-458
| -24% | -$98.9K | 0.35% | 55 |
|
|
2022
Q2 | $480K | Hold |
1,884
| – | – | 0.49% | 37 |
|
|
2022
Q1 | $513K | Hold |
1,884
| – | – | 0.45% | 42 |
|
|
2021
Q4 | $697K | Buy |
+1,884
| New | +$697K | 0.57% | 32 |
|