LWMI
SBDS

Legacy Wealth Management (Idaho)’s Solo Brands, Inc. SBDS Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio SBDS Stock Details SBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,262
Closed -$212 – 875
2025
Q1 		$212 Hold
1,262
– – ﹤0.01% 762
2024
Q4 		$1.15K Sell
1,262
-471
-27% -$429 ﹤0.01% 569
2024
Q3 		$2.05K Buy
+1,733
New +$2.05K ﹤0.01% 476