Capstone Investment Advisors’s LegalZoom.com LZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-36,736
| Closed | -$308K | – | 1027 |
|
2024
Q2 | $308K | Buy |
+36,736
| New | +$308K | ﹤0.01% | 753 |
|
2023
Q4 | – | Sell |
-20,377
| Closed | -$223K | – | 1259 |
|
2023
Q3 | $223K | Buy |
20,377
+9,379
| +85% | +$103K | ﹤0.01% | 910 |
|
2023
Q2 | $133K | Buy |
+10,998
| New | +$133K | ﹤0.01% | 750 |
|