SWA
Sutton Wealth Advisors’s Estee Lauder EL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $17.8K | Buy |
123
+48
| +64% | +$6.94K | 0.01% | 372 |
|
|
2023
Q2 | $14.7K | Sell |
75
-21
| -22% | -$4.12K | 0.01% | 395 |
|
|
2023
Q1 | $23.7K | Sell |
96
-10
| -9% | -$2.47K | 0.01% | 289 |
|
|
2022
Q4 | $26.3K | Sell |
106
-11
| -9% | -$2.73K | 0.01% | 589 |
|
|
2022
Q3 | $25.3K | Buy |
117
+36
| +44% | +$7.77K | 0.01% | 589 |
|
|
2022
Q2 | $20.6K | Buy |
81
+1
| +1% | +$255 | 0.01% | 665 |
|
|
2022
Q1 | $21.8K | Sell |
80
-3
| -4% | -$817 | 0.01% | 684 |
|
|
2021
Q4 | $30.7K | Buy |
83
+1
| +1% | +$370 | 0.01% | 571 |
|
|
2021
Q3 | $24.6K | Buy |
82
+2
| +3% | +$600 | 0.01% | 633 |
|
|
2021
Q2 | $25.4K | Hold |
80
| – | – | 0.01% | 631 |
|
|
2021
Q1 | $23.3K | Buy |
80
+8
| +11% | +$2.33K | 0.01% | 626 |
|
|
2020
Q4 | $19.2K | Buy |
72
+5
| +7% | +$1.33K | 0.01% | 626 |
|
|
2020
Q3 | $14.6K | Hold |
67
| – | – | 0.01% | 633 |
|
|
2020
Q2 | $12.6K | Buy |
67
+3
| +5% | +$566 | 0.01% | 648 |
|
|
2020
Q1 | $10.2K | Buy |
64
+3
| +5% | +$478 | 0.01% | 647 |
|
|
2019
Q4 | $12.6K | Hold |
61
| – | – | 0.01% | 755 |
|
|
2019
Q3 | $12.1K | Hold |
61
| – | – | 0.01% | 738 |
|
|
2019
Q2 | $11.2K | Buy |
61
+5
| +9% | +$916 | 0.01% | 745 |
|
|
2019
Q1 | $9.27K | Buy |
56
+7
| +14% | +$1.16K | 0.01% | 796 |
|
|
2018
Q4 | $6.38K | Buy |
49
+3
| +7% | +$390 | ﹤0.01% | 841 |
|
|
2018
Q3 | $6.69K | Hold |
46
| – | – | ﹤0.01% | 857 |
|
|
2018
Q2 | $6.56K | Buy |
46
+3
| +7% | +$428 | ﹤0.01% | 895 |
|
|
2018
Q1 | $6.44K | Hold |
43
| – | – | ﹤0.01% | 896 |
|
|
2017
Q4 | $5.47K | Hold |
43
| – | – | ﹤0.01% | 881 |
|
|
2017
Q3 | $4.64K | Hold |
43
| – | – | ﹤0.01% | 885 |
|
|
2017
Q2 | $4.13K | Hold |
43
| – | – | ﹤0.01% | 899 |
|
|
2017
Q1 | $3.65K | Sell |
43
-3
| -7% | -$254 | ﹤0.01% | 884 |
|
|
2016
Q4 | $3.52K | Hold |
46
| – | – | ﹤0.01% | 881 |
|
|
2016
Q3 | $4.07K | Hold |
46
| – | – | ﹤0.01% | 859 |
|
|
2016
Q2 | $4.19K | Hold |
46
| – | – | ﹤0.01% | 820 |
|
|
2016
Q1 | $4.34K | Buy |
+46
| New | +$4.34K | ﹤0.01% | 781 |
|