SW
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Simplicity Wealth’s Estee Lauder EL Stock Holding History

Simplicity Wealth’s Portfolio EL Stock Details EL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-34,518
Closed -$3.67M – 696
2024
Q2 		$3.67M Buy
34,518
+14,109
+69% +$1.5M 0.08% 239
2024
Q1 		$3.15M Buy
+20,409
New +$3.15M 0.08% 263