Mission Wealth 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
Q4 | – | Sell |
-15,100
| Closed | -$95.9K | – | 650 |
|
|
2024
Q3 | $95.9K | Buy |
15,100
+3,100
| +26% | +$19.7K | ﹤0.01% | 624 |
|
|
2024
Q2 | $101K | Hold |
12,000
| – | – | ﹤0.01% | 604 |
|
|
2024
Q1 | $160K | Sell |
12,000
-4,633
| -28% | -$61.8K | ﹤0.01% | 616 |
|
|
2023
Q4 | $188K | Hold |
16,633
| – | – | 0.01% | 541 |
|
|
2023
Q3 | $182K | Sell |
16,633
-1,367
| -8% | -$15K | 0.01% | 505 |
|
|
2023
Q2 | $217K | Sell |
18,000
-2,000
| -10% | -$24.2K | 0.01% | 483 |
|
|
2023
Q1 | $188K | Hold |
20,000
| – | – | 0.01% | 493 |
|
|
2022
Q4 | $155K | Hold |
20,000
| – | – | 0.01% | 480 |
|
|
2022
Q3 | $171K | Sell |
20,000
-125
| -0.6% | -$1.07K | 0.01% | 456 |
|
|
2022
Q2 | $221K | Hold |
20,125
| – | – | 0.01% | 444 |
|
|
2022
Q1 | $285K | Hold |
20,125
| – | – | 0.01% | 416 |
|
|
2021
Q4 | $323K | Buy |
+20,125
| New | +$323K | 0.01% | 395 |
|