Andesa Financial Management’s Lazard LAZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-10,710
Closed -$513K 104
2018
Q3
$513K Buy
10,710
+290
+3% +$13.9K 0.79% 43
2018
Q2
$510K Sell
10,420
-245
-2% -$12K 0.82% 44
2018
Q1
$561K Sell
10,665
-1,050
-9% -$55.2K 0.93% 43
2017
Q4
$616K Buy
+11,715
New +$616K 0.91% 43