PRWA
Platte River Wealth Advisors’s Estee Lauder EL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,847
| Closed | -$556K | – | 97 |
|
|
2023
Q3 | $556K | Sell |
3,847
-400
| -9% | -$57.8K | 0.2% | 60 |
|
|
2023
Q2 | $834K | Sell |
4,247
-108
| -2% | -$21.2K | 0.29% | 54 |
|
|
2023
Q1 | $1.07M | Sell |
4,355
-60
| -1% | -$14.8K | 0.41% | 41 |
|
|
2022
Q4 | $1.1M | Hold |
4,415
| – | – | 0.46% | 42 |
|
|
2022
Q3 | $953K | Hold |
4,415
| – | – | 0.43% | 42 |
|
|
2022
Q2 | $1.12M | Sell |
4,415
-20
| -0.5% | -$5.09K | 0.49% | 38 |
|
|
2022
Q1 | $1.21M | Sell |
4,435
-170
| -4% | -$46.3K | 0.44% | 41 |
|
|
2021
Q4 | $1.57M | Sell |
4,605
-50
| -1% | -$17K | 0.54% | 37 |
|
|
2021
Q3 | $1.4M | Hold |
4,655
| – | – | 0.52% | 39 |
|
|
2021
Q2 | $1.48M | Sell |
4,655
-45
| -1% | -$14.3K | 0.56% | 37 |
|
|
2021
Q1 | $1.4M | Hold |
4,700
| – | – | 0.58% | 38 |
|
|
2020
Q4 | $1.2M | Sell |
4,700
-65
| -1% | -$16.6K | 0.52% | 40 |
|
|
2020
Q3 | $1.04M | Sell |
4,765
-40
| -0.8% | -$8.73K | 0.54% | 42 |
|
|
2020
Q2 | $923K | Buy |
+4,805
| New | +$923K | 0.51% | 47 |
|
|
2019
Q4 | $1M | Buy |
+5,130
| New | +$1M | 0.53% | 54 |
|