SteelPeak Wealth’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
-2,035
Closed -$400K 410
2023
Q2
$400K Sell
2,035
-35
-2% -$6.87K 0.02% 268
2023
Q1
$510K Buy
2,070
+25
+1% +$6.16K 0.03% 235
2022
Q4
$507K Buy
2,045
+45
+2% +$11.2K 0.04% 241
2022
Q3
$432K Buy
2,000
+1,000
+100% +$216K 0.03% 267
2022
Q2
$255K Sell
1,000
-13
-1% -$3.32K 0.02% 340
2022
Q1
$276K Buy
+1,013
New +$276K 0.02% 344