Western Wealth Management’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-822
| Closed | -$204K | – | 649 |
|
|
2022
Q4 | $204K | Sell |
822
-528
| -39% | -$131K | 0.02% | 574 |
|
|
2022
Q3 | $295K | Buy |
1,350
+354
| +36% | +$77.4K | 0.02% | 633 |
|
|
2022
Q2 | $254K | Sell |
996
-549
| -36% | -$140K | 0.01% | 662 |
|
|
2022
Q1 | $420K | Buy |
1,545
+765
| +98% | +$208K | 0.02% | 579 |
|
|
2021
Q4 | $290K | Buy |
+780
| New | +$290K | 0.03% | 477 |
|
|
2021
Q2 | $246K | Buy |
774
+11
| +1% | +$3.5K | 0.03% | 548 |
|
|
2021
Q1 | $222K | Buy |
+763
| New | +$222K | 0.03% | 478 |
|