VisionPoint Advisory Group’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 |
-30
| Closed | -$3.19K | – | 396 |
|
|
2024
Q2 | $3.19K | Sell |
30
-14
| -32% | -$1.49K | ﹤0.01% | 607 |
|
|
2024
Q1 | $6.78K | Sell |
44
-15
| -25% | -$2.31K | ﹤0.01% | 503 |
|
|
2023
Q4 | $8.52K | Buy |
59
+14
| +31% | +$2.02K | ﹤0.01% | 435 |
|
|
2023
Q3 | $6.53K | Hold |
45
| – | – | ﹤0.01% | 479 |
|
|
2023
Q2 | $8.86K | Buy |
+45
| New | +$8.86K | ﹤0.01% | 413 |
|
|
2021
Q1 | – | Sell |
-801
| Closed | -$213K | – | 121 |
|
|
2020
Q4 | $213K | Sell |
801
-451
| -36% | -$120K | 0.11% | 132 |
|
|
2020
Q3 | $273K | Sell |
1,252
-238
| -16% | -$51.9K | 0.12% | 99 |
|
|
2020
Q2 | $286K | Buy |
1,490
+46
| +3% | +$8.83K | 0.12% | 86 |
|
|
2020
Q1 | $230K | Buy |
+1,444
| New | +$230K | 0.11% | 101 |
|