Schechter Investment Advisors’s Estee Lauder EL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-3,436	Closed	-$366K	–	684
2024 Q2	$366K	Sell	3,436 -502	-13%	-$65.8K	0.03%	435
2024 Q1	$607K	Sell	3,938 -979	-20%	-$139K	0.05%	344
2023 Q4	$719K	Sell	4,917 -432	-8%	-$57.3K	0.06%	285
2023 Q3	$773K	Buy	5,349 +1,430	+36%	+$238K	0.07%	265
2023 Q2	$770K	Buy	3,919 +419	+12%	+$88.9K	0.07%	294
2023 Q1	$863K	Buy	3,500 +41	+1%	+$10.4K	0.08%	287
2022 Q4	$858K	Sell	3,459 -25	-0.7%	-$5.58K	0.08%	345
2022 Q3	$752K	Sell	3,484 -291	-8%	-$74.3K	0.07%	377
2022 Q2	$961K	Buy	3,775 +653	+21%	+$166K	0.09%	297
2022 Q1	$850K	Sell	3,122 -380	-11%	-$114K	0.08%	363
2021 Q4	$1.3M	Buy	+3,502	New	+$1.19M	0.12%	225