GWS
LZ icon

Glassman Wealth Services’s LegalZoom.com LZ Stock Holding History

Glassman Wealth Services’s Portfolio LZ Stock Details LZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-57
Closed -$644 – 1112
2023
Q4 		$644 Hold
57
– – ﹤0.01% 1663
2023
Q3 		$624 Hold
57
– – ﹤0.01% 1688
2023
Q2 		$689 Buy
+57
New +$603 ﹤0.01% 1568
2022
Q3 		– Sell
-24
Closed – – 1858
2022
Q2 		$0 Buy
+24
New +$317 ﹤0.01% 1864

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GC
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HRCM
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WHG
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Boston Partners
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