CWP
CFM Wealth Partners’s Estee Lauder EL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,561
| Closed | -$1.29M | – | 143 |
|
|
2023
Q2 | $1.29M | Sell |
6,561
-896
| -12% | -$176K | 0.31% | 70 |
|
|
2023
Q1 | $1.84M | Buy |
7,457
+130
| +2% | +$32K | 0.5% | 55 |
|
|
2022
Q4 | $1.82M | Buy |
7,327
+288
| +4% | +$71.5K | 0.54% | 52 |
|
|
2022
Q3 | $1.52M | Buy |
7,039
+254
| +4% | +$54.8K | 0.49% | 54 |
|
|
2022
Q2 | $1.73M | Buy |
6,785
+215
| +3% | +$54.8K | 0.52% | 51 |
|
|
2022
Q1 | $1.79M | Sell |
6,570
-111
| -2% | -$30.2K | 0.43% | 63 |
|
|
2021
Q4 | $2.47M | Buy |
6,681
+1,737
| +35% | +$643K | 0.55% | 50 |
|
|
2021
Q3 | $1.48M | Buy |
4,944
+794
| +19% | +$238K | 0.37% | 59 |
|
|
2021
Q2 | $1.32M | Buy |
4,150
+1,785
| +75% | +$568K | 0.35% | 60 |
|
|
2021
Q1 | $688K | Buy |
2,365
+1,545
| +188% | +$449K | 0.21% | 86 |
|
|
2020
Q4 | $218K | Buy |
+820
| New | +$218K | 0.07% | 148 |
|
|
2020
Q3 | – | Sell |
-780
| Closed | -$147K | – | 250 |
|
|
2020
Q2 | $147K | Hold |
780
| – | – | 0.06% | 171 |
|
|
2020
Q1 | $124K | Hold |
780
| – | – | 0.06% | 173 |
|
|
2019
Q4 | $170K | Buy |
+780
| New | +$170K | 0.06% | 161 |
|