TFO Wealth Partners’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3
| Closed | -$589 | – | 977 |
|
|
2023
Q3 | $589 | Buy |
+3
| New | +$589 | ﹤0.01% | 410 |
|
|
2022
Q3 | – | Sell |
-11
| Closed | -$3K | – | 242 |
|
|
2022
Q2 | $3K | Buy |
+11
| New | +$3K | ﹤0.01% | 261 |
|
|
2020
Q4 | – | Sell |
-17
| Closed | -$4K | – | 101 |
|
|
2020
Q3 | $4K | Buy |
+17
| New | +$4K | ﹤0.01% | 110 |
|