WR Wealth Planners’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-13
| Closed | -$1.38K | – | 1158 |
|
|
2024
Q2 | $1.38K | Buy |
13
+5
| +63% | +$532 | ﹤0.01% | 934 |
|
|
2024
Q1 | $1.23K | Buy |
+8
| New | +$1.23K | ﹤0.01% | 943 |
|
|
2023
Q4 | – | Sell |
-11
| Closed | -$1.59K | – | 377 |
|
|
2023
Q3 | $1.59K | Hold |
11
| – | – | ﹤0.01% | 802 |
|
|
2023
Q2 | $2.16K | Sell |
11
-519
| -98% | -$102K | ﹤0.01% | 766 |
|
|
2023
Q1 | $131K | Buy |
+530
| New | +$131K | 0.06% | 208 |
|