SWS
SYSTM Wealth Solutions’s LegalZoom.com LZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,190
| Closed | -$18.4K | – | 408 |
|
|
2024
Q2 | $18.4K | Sell |
2,190
-161,347
| -99% | -$1.35M | ﹤0.01% | 383 |
|
|
2024
Q1 | $2.18M | Buy |
163,537
+43,145
| +36% | +$576K | 0.28% | 108 |
|
|
2023
Q4 | $1.36M | Buy |
120,392
+9,837
| +9% | +$111K | 0.19% | 152 |
|
|
2023
Q3 | $1.21M | Buy |
+110,555
| New | +$1.21M | 0.19% | 151 |
|