Roberts, Glore & Co’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,082
| Closed | -$507K | – | 212 |
|
|
2024
Q3 | $507K | Buy |
5,082
+945
| +23% | +$94.2K | 0.15% | 124 |
|
|
2024
Q2 | $440K | Buy |
4,137
+110
| +3% | +$11.7K | 0.13% | 126 |
|
|
2024
Q1 | $621K | Buy |
4,027
+167
| +4% | +$25.7K | 0.19% | 113 |
|
|
2023
Q4 | $565K | Buy |
+3,860
| New | +$565K | 0.18% | 112 |
|