Roundview Capital’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 |
-5,065
| Closed | -$1.25M | – | 315 |
|
|
2023
Q1 | $1.25M | Buy |
5,065
+61
| +1% | +$15K | 0.13% | 162 |
|
|
2022
Q4 | $1.24M | Buy |
5,004
+355
| +8% | +$88.1K | 0.14% | 156 |
|
|
2022
Q3 | $1M | Buy |
4,649
+453
| +11% | +$97.8K | 0.13% | 160 |
|
|
2022
Q2 | $1.07M | Buy |
4,196
+2,878
| +218% | +$733K | 0.13% | 157 |
|
|
2022
Q1 | $359K | Buy |
1,318
+148
| +13% | +$40.3K | 0.04% | 245 |
|
|
2021
Q4 | $433K | Buy |
+1,170
| New | +$433K | 0.04% | 243 |
|