Pasadena Private Wealth’s LegalZoom.com LZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-13,037
| Closed | -$157K | – | 106 |
|
|
2023
Q2 | $157K | Hold |
13,037
| – | – | 0.04% | 98 |
|
|
2023
Q1 | $122K | Sell |
13,037
-963
| -7% | -$9.03K | 0.04% | 94 |
|
|
2022
Q4 | $108K | Hold |
14,000
| – | – | 0.03% | 93 |
|
|
2022
Q3 | $120K | Hold |
14,000
| – | – | 0.04% | 83 |
|
|
2022
Q2 | $154K | Sell |
14,000
-2,000
| -13% | -$22K | 0.05% | 81 |
|
|
2022
Q1 | $226K | Hold |
16,000
| – | – | 0.07% | 80 |
|
|
2021
Q4 | $257K | Buy |
+16,000
| New | +$257K | 0.08% | 85 |
|