Sonen 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
Q3 | – | Sell |
-1,316
| Closed | -$258K | – | 79 |
|
|
2023
Q2 | $258K | Buy |
1,316
+423
| +47% | +$83.1K | 0.43% | 69 |
|
|
2023
Q1 | $220K | Sell |
893
-334
| -27% | -$82.3K | 0.37% | 87 |
|
|
2022
Q4 | $304K | Hold |
1,227
| – | – | 0.5% | 75 |
|
|
2022
Q3 | $265K | Sell |
1,227
-248
| -17% | -$53.6K | 0.43% | 90 |
|
|
2022
Q2 | $376K | Hold |
1,475
| – | – | 0.54% | 70 |
|
|
2022
Q1 | $402K | Buy |
1,475
+149
| +11% | +$40.6K | 0.49% | 72 |
|
|
2021
Q4 | $491K | Buy |
+1,326
| New | +$491K | 0.48% | 68 |
|