Valley Wealth Managers’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 |
-872
| Closed | -$215K | – | 349 |
|
|
2023
Q1 | $215K | Buy |
872
+5
| +0.6% | +$1.23K | 0.02% | 163 |
|
|
2022
Q4 | $215K | Buy |
867
+92
| +12% | +$22.8K | 0.02% | 159 |
|
|
2022
Q3 | $167K | Hold |
775
| – | – | 0.02% | 176 |
|
|
2022
Q2 | $197K | Sell |
775
-261
| -25% | -$66.3K | 0.02% | 182 |
|
|
2022
Q1 | $282K | Buy |
1,036
+91
| +10% | +$24.8K | 0.02% | 165 |
|
|
2021
Q4 | $350K | Buy |
945
+107
| +13% | +$39.6K | 0.03% | 154 |
|
|
2021
Q3 | $251K | Buy |
838
+74
| +10% | +$22.2K | 0.02% | 171 |
|
|
2021
Q2 | $243K | Buy |
+764
| New | +$243K | 0.02% | 175 |
|