PFG Private Wealth Management’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 |
-316
| Closed | -$77.9K | – | 287 |
|
|
2023
Q1 | $77.9K | Buy |
316
+18
| +6% | +$4.44K | 0.05% | 131 |
|
|
2022
Q4 | $74K | Hold |
298
| – | – | 0.05% | 114 |
|
|
2022
Q3 | $64K | Sell |
298
-10
| -3% | -$2.15K | 0.04% | 130 |
|
|
2022
Q2 | $78K | Hold |
308
| – | – | 0.04% | 133 |
|
|
2022
Q1 | $84K | Buy |
308
+25
| +9% | +$6.82K | 0.04% | 140 |
|
|
2021
Q4 | $105K | Buy |
+283
| New | +$105K | 0.05% | 98 |
|