EFG Asset Management’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 |
-94,481
| Closed | -$792K | – | 200 |
|
|
2024
Q2 | $792K | Sell |
94,481
-43,911
| -32% | -$368K | 0.14% | 192 |
|
|
2024
Q1 | $1.84M | Buy |
138,392
+29,988
| +28% | +$400K | 0.32% | 133 |
|
|
2023
Q4 | $1.23M | Buy |
108,404
+36,181
| +50% | +$409K | 0.23% | 158 |
|
|
2023
Q3 | $790K | Buy |
+72,223
| New | +$790K | 0.19% | 160 |
|