Retirement Guys Formula’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 |
-3,389
| Closed | -$496K | – | 136 |
|
|
2023
Q4 | $496K | Buy |
3,389
+448
| +15% | +$65.5K | 0.27% | 86 |
|
|
2023
Q3 | $425K | Buy |
2,941
+519
| +21% | +$75K | 0.3% | 101 |
|
|
2023
Q2 | $476K | Buy |
2,422
+496
| +26% | +$97.4K | 0.28% | 95 |
|
|
2023
Q1 | $475K | Sell |
1,926
-3
| -0.2% | -$739 | 0.34% | 88 |
|
|
2022
Q4 | $479K | Buy |
1,929
+341
| +21% | +$84.6K | 0.39% | 84 |
|
|
2022
Q3 | $343K | Buy |
1,588
+287
| +22% | +$62K | 0.36% | 86 |
|
|
2022
Q2 | $331K | Buy |
+1,301
| New | +$331K | 0.34% | 82 |
|
|
2022
Q1 | – | Sell |
-542
| Closed | -$201K | – | 139 |
|
|
2021
Q4 | $201K | Buy |
+542
| New | +$201K | 0.16% | 108 |
|