WealthPLAN Partners’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 |
-35
| Closed | -$6.87K | – | 530 |
|
|
2023
Q2 | $6.87K | Sell |
35
-89
| -72% | -$17.5K | ﹤0.01% | 855 |
|
|
2023
Q1 | $30.6K | Buy |
+124
| New | +$30.6K | ﹤0.01% | 645 |
|
|
2018
Q3 | – | Sell |
-1,440
| Closed | -$205K | – | 258 |
|
|
2018
Q2 | $205K | Sell |
1,440
-1,032
| -42% | -$147K | 0.04% | 244 |
|
|
2018
Q1 | $370K | Buy |
+2,472
| New | +$370K | 0.08% | 172 |
|
|
2016
Q3 | $6.12K | Sell |
70
-70
| -50% | -$6.12K | ﹤0.01% | 678 |
|
|
2016
Q2 | $6.38K | Buy |
+140
| New | +$6.38K | ﹤0.01% | 1893 |
|