West Family Investments’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-840
| Closed | -$207K | – | 241 |
|
|
2023
Q1 | $207K | Sell |
840
-16
| -2% | -$3.94K | 0.08% | 172 |
|
|
2022
Q4 | $212K | Buy |
+856
| New | +$212K | 0.07% | 207 |
|
|
2022
Q3 | – | Sell |
-1,239
| Closed | -$316K | – | 227 |
|
|
2022
Q2 | $316K | Buy |
+1,239
| New | +$316K | 0.12% | 145 |
|
|
2022
Q1 | – | Sell |
-685
| Closed | -$254K | – | 305 |
|
|
2021
Q4 | $254K | Sell |
685
-81
| -11% | -$30K | 0.07% | 241 |
|
|
2021
Q3 | $230K | Buy |
766
+27
| +4% | +$8.11K | 0.06% | 276 |
|
|
2021
Q2 | $235K | Buy |
+739
| New | +$235K | 0.06% | 285 |
|