Perennial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-828
| Closed | -$211K | – | 210 |
|
|
2022
Q2 | $211K | Hold |
828
| – | – | 0.08% | 176 |
|
|
2022
Q1 | $226K | Hold |
828
| – | – | 0.07% | 191 |
|
|
2021
Q4 | $307K | Hold |
828
| – | – | 0.1% | 168 |
|
|
2021
Q3 | $248K | Sell |
828
-45
| -5% | -$13.5K | 0.09% | 180 |
|
|
2021
Q2 | $278K | Hold |
873
| – | – | 0.1% | 162 |
|
|
2021
Q1 | $254K | Sell |
873
-8
| -0.9% | -$2.33K | 0.1% | 157 |
|
|
2020
Q4 | $235K | Buy |
+881
| New | +$235K | 0.1% | 143 |
|