CWA
Clarus Wealth Advisors’s Estee Lauder EL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,387
| Closed | -$479K | – | 115 |
|
|
2021
Q4 | $479K | Sell |
1,387
-34
| -2% | -$11.7K | 0.28% | 57 |
|
|
2021
Q3 | $445K | Buy |
+1,421
| New | +$445K | 0.27% | 63 |
|
|
2019
Q3 | – | Sell |
-32
| Closed | -$6K | – | 247 |
|
|
2019
Q2 | $6K | Buy |
+32
| New | +$6K | ﹤0.01% | 474 |
|
|
2018
Q3 | – | Sell |
-1,180
| Closed | -$177K | – | 724 |
|
|
2018
Q2 | $177K | Buy |
+1,180
| New | +$177K | 0.13% | 126 |
|