CWA
Canvas Wealth Advisors’s Estee Lauder EL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Sell |
19,785
-38,836
| -66% | -$3.59M | 0.36% | 51 |
|
|
2025
Q1 | $3.28M | Buy |
58,621
+19,910
| +51% | +$1.11M | 0.84% | 28 |
|
|
2024
Q4 | $2.9M | Buy |
38,711
+29,224
| +308% | +$2.19M | 0.73% | 31 |
|
|
2024
Q3 | $946K | Buy |
+9,487
| New | +$946K | 0.26% | 60 |
|