Tradition Wealth Management’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-25
| Closed | -$4K | – | 612 |
|
2023
Q4 | $4K | Sell |
25
-7
| -22% | -$1.12K | ﹤0.01% | 1175 |
|
2023
Q3 | $5K | Buy |
32
+9
| +39% | +$1.41K | ﹤0.01% | 1169 |
|
2023
Q2 | $5K | Sell |
23
-9
| -28% | -$1.96K | ﹤0.01% | 1197 |
|
2023
Q1 | $8K | Buy |
+32
| New | +$8K | ﹤0.01% | 1049 |
|
2022
Q2 | – | Sell |
-9
| Closed | -$3K | – | 1095 |
|
2022
Q1 | $3K | Sell |
9
-715
| -99% | -$238K | ﹤0.01% | 1101 |
|
2021
Q4 | $268K | Hold |
724
| – | – | 0.03% | 262 |
|
2021
Q3 | $217K | Hold |
724
| – | – | 0.03% | 265 |
|
2021
Q2 | $230K | Buy |
+724
| New | +$230K | 0.03% | 264 |
|
2021
Q1 | – | Sell |
-9
| Closed | -$2K | – | 858 |
|
2020
Q4 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 934 |
|