Wealth Management Associates’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,072
| Closed | -$211K | – | 191 |
|
|
2023
Q2 | $211K | Sell |
1,072
-23
| -2% | -$4.52K | 0.12% | 175 |
|
|
2023
Q1 | $270K | Hold |
1,095
| – | – | 0.17% | 145 |
|
|
2022
Q4 | $272K | Sell |
1,095
-470
| -30% | -$117K | 0.18% | 137 |
|
|
2022
Q3 | $338K | Hold |
1,565
| – | – | 0.24% | 113 |
|
|
2022
Q2 | $399K | Buy |
1,565
+277
| +22% | +$70.5K | 0.27% | 98 |
|
|
2022
Q1 | $351K | Buy |
1,288
+406
| +46% | +$111K | 0.2% | 128 |
|
|
2021
Q4 | $327K | Hold |
882
| – | – | 0.18% | 146 |
|
|
2021
Q3 | $265K | Hold |
882
| – | – | 0.15% | 151 |
|
|
2021
Q2 | $281K | Buy |
882
+52
| +6% | +$16.5K | 0.16% | 149 |
|
|
2021
Q1 | $241K | Hold |
830
| – | – | 0.15% | 154 |
|
|
2020
Q4 | $221K | Buy |
+830
| New | +$221K | 0.15% | 162 |
|