Ritholtz 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 |
-1,424
| Closed | -$351K | – | 684 |
|
|
2023
Q1 | $351K | Buy |
1,424
+344
| +32% | +$84.8K | 0.02% | 480 |
|
|
2022
Q4 | $268K | Sell |
1,080
-276
| -20% | -$68.5K | 0.02% | 476 |
|
|
2022
Q3 | $293K | Buy |
1,356
+187
| +16% | +$40.4K | 0.02% | 544 |
|
|
2022
Q2 | $298K | Sell |
1,169
-99
| -8% | -$25.2K | 0.02% | 414 |
|
|
2022
Q1 | $345K | Sell |
1,268
-310
| -20% | -$84.3K | 0.02% | 387 |
|
|
2021
Q4 | $584K | Buy |
1,578
+479
| +44% | +$177K | 0.04% | 264 |
|
|
2021
Q3 | $330K | Buy |
1,099
+172
| +19% | +$51.6K | 0.02% | 351 |
|
|
2021
Q2 | $295K | Buy |
927
+233
| +34% | +$74.1K | 0.02% | 372 |
|
|
2021
Q1 | $202K | Buy |
+694
| New | +$202K | 0.02% | 406 |
|
|
2020
Q2 | – | Sell |
-1,281
| Closed | -$204K | – | 280 |
|
|
2020
Q1 | $204K | Buy |
+1,281
| New | +$204K | 0.03% | 144 |
|