Rockingstone Advisors’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,801
| Closed | -$1.85M | – | 111 |
|
|
2023
Q3 | $1.85M | Buy |
12,801
+2,810
| +28% | +$406K | 1.02% | 37 |
|
|
2023
Q2 | $1.96M | Buy |
9,991
+1,252
| +14% | +$246K | 1.11% | 34 |
|
|
2023
Q1 | $2.15M | Buy |
8,739
+260
| +3% | +$64.1K | 1.31% | 24 |
|
|
2022
Q4 | $2.1M | Buy |
+8,479
| New | +$2.1M | 1.57% | 21 |
|