Phoenix Wealth Advisors’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 |
-965
| Closed | -$238K | – | 107 |
|
|
2023
Q1 | $238K | Hold |
965
| – | – | 0.15% | 97 |
|
|
2022
Q4 | $239K | Hold |
965
| – | – | 0.14% | 96 |
|
|
2022
Q3 | $208K | Sell |
965
-167
| -15% | -$36K | 0.21% | 101 |
|
|
2022
Q2 | $288K | Sell |
1,132
-20
| -2% | -$5.09K | 0.28% | 85 |
|
|
2022
Q1 | $305K | Hold |
1,152
| – | – | 0.32% | 68 |
|
|
2021
Q4 | $426K | Hold |
1,152
| – | – | 0.32% | 72 |
|
|
2021
Q3 | $346K | Hold |
1,152
| – | – | 0.26% | 80 |
|
|
2021
Q2 | $368K | Sell |
1,152
-256
| -18% | -$81.8K | 0.27% | 81 |
|
|
2021
Q1 | $412K | Hold |
1,408
| – | – | 0.32% | 60 |
|
|
2020
Q4 | $375K | Buy |
+1,408
| New | +$375K | 0.28% | 70 |
|