SWM
Selective Wealth Management’s Estee Lauder EL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-61
| Closed | -$13K | – | 278 |
|
|
2022
Q3 | $13K | Hold |
61
| – | – | 0.01% | 480 |
|
|
2022
Q2 | $16K | Hold |
61
| – | – | 0.01% | 497 |
|
|
2022
Q1 | $17K | Hold |
61
| – | – | 0.01% | 468 |
|
|
2021
Q4 | $23K | Hold |
61
| – | – | 0.01% | 391 |
|
|
2021
Q3 | $18K | Hold |
61
| – | – | 0.01% | 372 |
|
|
2021
Q2 | $19K | Hold |
61
| – | – | 0.02% | 282 |
|
|
2021
Q1 | $18K | Hold |
61
| – | – | 0.02% | 201 |
|
|
2020
Q4 | $16K | Hold |
61
| – | – | 0.01% | 200 |
|
|
2020
Q3 | $13K | Hold |
61
| – | – | 0.01% | 185 |
|
|
2020
Q2 | $12K | Buy |
61
+25
| +69% | +$4.92K | 0.01% | 224 |
|
|
2020
Q1 | $6K | Hold |
36
| – | – | 0.01% | 186 |
|
|
2019
Q4 | $7K | Hold |
36
| – | – | 0.01% | 185 |
|
|
2019
Q3 | $7K | Buy |
+36
| New | +$7K | 0.01% | 193 |
|