SIA
Schechter Investment Advisors’s Estee Lauder EL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,436
| Closed | -$366K | – | 684 |
|
|
2024
Q2 | $366K | Sell |
3,436
-502
| -13% | -$53.4K | 0.03% | 435 |
|
|
2024
Q1 | $607K | Sell |
3,938
-979
| -20% | -$151K | 0.05% | 344 |
|
|
2023
Q4 | $719K | Sell |
4,917
-432
| -8% | -$63.2K | 0.06% | 285 |
|
|
2023
Q3 | $773K | Buy |
5,349
+1,430
| +36% | +$207K | 0.07% | 265 |
|
|
2023
Q2 | $770K | Buy |
3,919
+419
| +12% | +$82.3K | 0.07% | 294 |
|
|
2023
Q1 | $863K | Buy |
3,500
+41
| +1% | +$10.1K | 0.08% | 287 |
|
|
2022
Q4 | $858K | Sell |
3,459
-25
| -0.7% | -$6.2K | 0.08% | 345 |
|
|
2022
Q3 | $752K | Sell |
3,484
-291
| -8% | -$62.8K | 0.07% | 377 |
|
|
2022
Q2 | $961K | Buy |
3,775
+653
| +21% | +$166K | 0.09% | 295 |
|
|
2022
Q1 | $850K | Sell |
3,122
-380
| -11% | -$103K | 0.08% | 361 |
|
|
2021
Q4 | $1.3M | Buy |
+3,502
| New | +$1.3M | 0.12% | 223 |
|