Resurgent Financial Advisors’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-241
| Closed | -$35.2K | – | 269 |
|
2023
Q4 | $35.2K | Sell |
241
-11
| -4% | -$1.61K | 0.02% | 398 |
|
2023
Q3 | $36.4K | Sell |
252
-67
| -21% | -$9.69K | 0.02% | 376 |
|
2023
Q2 | $62.6K | Buy |
319
+27
| +9% | +$5.3K | 0.04% | 297 |
|
2023
Q1 | $72K | Sell |
292
-483
| -62% | -$119K | 0.05% | 275 |
|
2022
Q4 | $192K | Buy |
+775
| New | +$192K | 0.1% | 206 |
|