Rockbridge Investment Management’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-91
| Closed | -$23.2K | – | 253 |
|
|
2022
Q2 | $23.2K | Sell |
91
-107
| -54% | -$27.3K | 0.01% | 287 |
|
|
2022
Q1 | $54.3K | Sell |
198
-50
| -20% | -$13.7K | 0.01% | 283 |
|
|
2021
Q4 | $92K | Hold |
248
| – | – | 0.01% | 262 |
|
|
2021
Q3 | $74K | Hold |
248
| – | – | 0.01% | 265 |
|
|
2021
Q2 | $79K | Hold |
248
| – | – | 0.01% | 253 |
|
|
2021
Q1 | $72K | Hold |
248
| – | – | 0.01% | 252 |
|
|
2020
Q4 | $66K | Hold |
248
| – | – | 0.01% | 253 |
|
|
2020
Q3 | $54K | Hold |
248
| – | – | 0.01% | 257 |
|
|
2020
Q2 | $47K | Buy |
+248
| New | +$47K | 0.01% | 238 |
|