AWA
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Amplius Wealth Advisors’s Estee Lauder EL Stock Holding History

Amplius Wealth Advisors’s Portfolio EL Stock Details EL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,992
Closed -$507K – 162
2022
Q2 		$507K Buy
1,992
+36
+2% +$9.16K 0.08% 86
2022
Q1 		$532K Buy
1,956
+792
+68% +$215K 0.08% 96
2021
Q4 		$430K Buy
+1,164
New +$430K 0.06% 124