CWM

ClientFirst Wealth Management’s Estee Lauder EL Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-5,000	Closed	-$1.27M	–	26
2022 Q2	$1.27M	Hold	5,000	–	–	1.94%	11
2022 Q1	$1.36M	Hold	5,000	–	–	1.25%	11
2021 Q4	$1.39M	Buy	+5,000	New	+$1.39M	1.25%	11