Values Added Financial’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,764
| Closed | -$294K | – | 107 |
|
|
2024
Q2 | $294K | Sell |
2,764
-242
| -8% | -$25.7K | 0.21% | 72 |
|
|
2024
Q1 | $463K | Buy |
3,006
+222
| +8% | +$34.2K | 0.36% | 53 |
|
|
2023
Q4 | $407K | Sell |
2,784
-182
| -6% | -$26.6K | 0.33% | 54 |
|
|
2023
Q3 | $429K | Buy |
2,966
+179
| +6% | +$25.9K | 0.39% | 50 |
|
|
2023
Q2 | $547K | Buy |
+2,787
| New | +$547K | 0.51% | 40 |
|