MWC
MBM Wealth Consultants’s Estee Lauder EL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-511
| Closed | -$126K | – | 156 |
|
|
2023
Q1 | $126K | Hold |
511
| – | – | 0.05% | 120 |
|
|
2022
Q4 | $130K | Hold |
511
| – | – | 0.06% | 121 |
|
|
2022
Q3 | $112K | Hold |
511
| – | – | 0.05% | 104 |
|
|
2022
Q2 | $130K | Hold |
511
| – | – | 0.06% | 93 |
|
|
2022
Q1 | $139K | Hold |
511
| – | – | 0.06% | 112 |
|
|
2021
Q4 | $189K | Hold |
511
| – | – | 0.08% | 98 |
|
|
2021
Q3 | $153K | Hold |
511
| – | – | 0.07% | 114 |
|
|
2021
Q2 | $163K | Hold |
511
| – | – | 0.08% | 107 |
|
|
2021
Q1 | $149K | Hold |
511
| – | – | 0.08% | 104 |
|
|
2020
Q4 | $136K | Hold |
511
| – | – | 0.07% | 99 |
|
|
2020
Q3 | $112K | Hold |
511
| – | – | 0.07% | 96 |
|
|
2020
Q2 | $96K | Hold |
511
| – | – | 0.07% | 92 |
|
|
2020
Q1 | $81K | Hold |
511
| – | – | 0.07% | 94 |
|
|
2019
Q4 | $106K | Hold |
511
| – | – | 0.08% | 96 |
|
|
2019
Q3 | $102K | Hold |
511
| – | – | 0.08% | 98 |
|
|
2019
Q2 | $94K | Hold |
511
| – | – | 0.08% | 101 |
|
|
2019
Q1 | $85K | Hold |
511
| – | – | 0.07% | 101 |
|
|
2018
Q4 | $66K | Buy |
+511
| New | +$66K | 0.06% | 113 |
|