LWMI
MKZR

Legacy Wealth Management (Idaho)’s MacKenzie Realty Capital MKZR Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio MKZR Stock Details MKZR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$35.2K Sell
9,657
-1,224
-11% -$4.98K 0.02% 317
2025
Q4 		$44.3K Sell
10,881
-1,308
-11% -$5.98K 0.02% 235
2025
Q3 		$60K Sell
12,189
-348
-3% -$2.02K 0.03% 153
2025
Q2 		$84K Buy
12,537
+827
+7% +$8.49K 0.04% 121
2025
Q1 		$176K Hold
11,710
– – 0.13% 72
2024
Q4 		$237K Buy
+11,710
New +$446K 0.16% 67

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CAM
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VCM
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VFT
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BlackRock
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UBS Group
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KA
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