SWS
SYSTM Wealth Solutions’s Estee Lauder EL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-264
| Closed | -$28.1K | – | 261 |
|
|
2024
Q2 | $28.1K | Sell |
264
-36
| -12% | -$3.83K | 0.01% | 327 |
|
|
2024
Q1 | $46.3K | Buy |
300
+36
| +14% | +$5.55K | 0.01% | 593 |
|
|
2023
Q4 | $38.6K | Buy |
+264
| New | +$38.6K | 0.01% | 624 |
|
|
2023
Q3 | – | Sell |
-1,036
| Closed | -$204K | – | 473 |
|
|
2023
Q2 | $204K | Buy |
+1,036
| New | +$204K | 0.03% | 457 |
|