Envestnet 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 |
-70,772
| Closed | -$594K | – | 4272 |
|
|
2024
Q2 | $594K | Sell |
70,772
-173,558
| -71% | -$1.46M | ﹤0.01% | 3357 |
|
|
2024
Q1 | $3.26M | Buy |
244,330
+64,716
| +36% | +$863K | ﹤0.01% | 2269 |
|
|
2023
Q4 | $2.03M | Buy |
179,614
+154,005
| +601% | +$1.74M | ﹤0.01% | 2462 |
|
|
2023
Q3 | $280K | Buy |
+25,609
| New | +$280K | ﹤0.01% | 3561 |
|