Sonora Investment Management Group’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-818
| Closed | -$202K | – | 269 |
|
|
2023
Q1 | $202K | Hold |
818
| – | – | 0.02% | 252 |
|
|
2022
Q4 | $203K | Sell |
818
-2
| -0.2% | -$496 | 0.02% | 246 |
|
|
2022
Q3 | $209K | Hold |
820
| – | – | 0.03% | 186 |
|
|
2022
Q2 | $209K | Buy |
820
+2
| +0.2% | +$510 | 0.02% | 219 |
|
|
2022
Q1 | $223K | Hold |
818
| – | – | 0.03% | 194 |
|
|
2021
Q4 | $303K | Buy |
+818
| New | +$303K | 0.04% | 170 |
|