WealthShield 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 |
-6,978
| Closed | -$1.37M | – | 488 |
|
|
2023
Q2 | $1.37M | Buy |
6,978
+1,706
| +32% | +$335K | 0.21% | 120 |
|
|
2023
Q1 | $1.3M | Buy |
5,272
+1,536
| +41% | +$379K | 0.21% | 124 |
|
|
2022
Q4 | $927K | Sell |
3,736
-91
| -2% | -$22.6K | 0.18% | 135 |
|
|
2022
Q3 | $826K | Buy |
3,827
+294
| +8% | +$63.5K | 0.16% | 146 |
|
|
2022
Q2 | $900K | Buy |
3,533
+367
| +12% | +$93.5K | 0.18% | 139 |
|
|
2022
Q1 | $862K | Buy |
3,166
+517
| +20% | +$141K | 0.14% | 165 |
|
|
2021
Q4 | $981K | Buy |
2,649
+395
| +18% | +$146K | 0.16% | 134 |
|
|
2021
Q3 | $676K | Buy |
2,254
+188
| +9% | +$56.4K | 0.18% | 113 |
|
|
2021
Q2 | $657K | Buy |
2,066
+255
| +14% | +$81.1K | 0.1% | 141 |
|
|
2021
Q1 | $527K | Sell |
1,811
-359
| -17% | -$104K | 0.09% | 151 |
|
|
2020
Q4 | $577K | Buy |
2,170
+140
| +7% | +$37.2K | 0.11% | 151 |
|
|
2020
Q3 | $443K | Buy |
2,030
+716
| +54% | +$156K | 0.16% | 142 |
|
|
2020
Q2 | $248K | Buy |
+1,314
| New | +$248K | 0.11% | 170 |
|