Wealth Alliance’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 |
-3,183
| Closed | -$339K | – | 532 |
|
|
2024
Q2 | $339K | Sell |
3,183
-286
| -8% | -$30.4K | 0.04% | 358 |
|
|
2024
Q1 | $535K | Sell |
3,469
-158
| -4% | -$24.4K | 0.07% | 259 |
|
|
2023
Q4 | $530K | Buy |
3,627
+260
| +8% | +$38K | 0.07% | 247 |
|
|
2023
Q3 | $487K | Sell |
3,367
-544
| -14% | -$78.6K | 0.08% | 243 |
|
|
2023
Q2 | $768K | Sell |
3,911
-108
| -3% | -$21.2K | 0.11% | 180 |
|
|
2023
Q1 | $991K | Sell |
4,019
-98
| -2% | -$24.2K | 0.16% | 139 |
|
|
2022
Q4 | $1.02M | Buy |
4,117
+633
| +18% | +$157K | 0.18% | 131 |
|
|
2022
Q3 | $752K | Sell |
3,484
-446
| -11% | -$96.3K | 0.15% | 149 |
|
|
2022
Q2 | $1M | Buy |
3,930
+1,412
| +56% | +$360K | 0.19% | 122 |
|
|
2022
Q1 | $686K | Sell |
2,518
-236
| -9% | -$64.3K | 0.14% | 158 |
|
|
2021
Q4 | $1.02M | Sell |
2,754
-26
| -0.9% | -$9.62K | 0.2% | 114 |
|
|
2021
Q3 | $833K | Buy |
2,780
+1,680
| +153% | +$503K | 0.19% | 120 |
|
|
2021
Q2 | $350K | Buy |
1,100
+186
| +20% | +$59.2K | 0.08% | 281 |
|
|
2021
Q1 | $266K | Buy |
914
+109
| +14% | +$31.7K | 0.07% | 322 |
|
|
2020
Q4 | $214K | Buy |
+805
| New | +$214K | 0.06% | 354 |
|