Edgestream Partners’s LegalZoom.com LZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-191,857
Closed -$1.22M 993
2024
Q3
$1.22M Buy
191,857
+145,425
+313% +$923K 0.05% 528
2024
Q2
$390K Sell
46,432
-70,184
-60% -$589K 0.02% 703
2024
Q1
$1.56M Sell
116,616
-10,769
-8% -$144K 0.08% 401
2023
Q4
$1.44M Buy
+127,385
New +$1.44M 0.1% 331