Summit Wealth & Retirement Planning’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	-1,012	Closed	-$249K	–	66
2023 Q1	$249K	Sell	1,012 -691	-41%	-$170K	0.09%	95
2022 Q4	$423K	Sell	1,703 -131	-7%	-$32.5K	0.17%	70
2022 Q3	$396K	Hold	1,834	–	–	0.16%	74
2022 Q2	$467K	Buy	+1,834	New	+$467K	0.18%	71