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Claret Asset Management’s LegalZoom.com LZ Stock Holding History

Claret Asset Management’s Portfolio LZ Stock Details LZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10,778
Closed -$101K – 165
2023
Q1 		$101K Sell
10,778
-16
-0.1% -$150 0.02% 146
2022
Q4 		$84K Hold
10,794
– – 0.02% 142
2022
Q3 		$93K Sell
10,794
-210
-2% -$1.81K 0.02% 141
2022
Q2 		$121K Buy
+11,004
New +$121K 0.03% 144