LWP
Lumature Wealth Partners’s Estee Lauder EL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $336K | Buy |
1,712
+335
| +24% | +$65.8K | 0.2% | 93 |
|
|
2023
Q1 | $339K | Sell |
1,377
-421
| -23% | -$104K | 0.19% | 86 |
|
|
2022
Q4 | $446K | Buy |
1,798
+32
| +2% | +$7.94K | 0.25% | 78 |
|
|
2022
Q3 | $381K | Sell |
1,766
-149
| -8% | -$32.1K | 0.2% | 86 |
|
|
2022
Q2 | $488K | Buy |
1,915
+1,884
| +6,077% | +$480K | 0.22% | 74 |
|
|
2022
Q1 | $8K | Buy |
31
+4
| +15% | +$1.03K | ﹤0.01% | 350 |
|
|
2021
Q4 | $10K | Hold |
27
| – | – | ﹤0.01% | 330 |
|
|
2021
Q3 | $8K | Buy |
27
+14
| +108% | +$4.15K | ﹤0.01% | 343 |
|
|
2021
Q2 | $4K | Buy |
+13
| New | +$4K | ﹤0.01% | 332 |
|