B. Riley Wealth Advisors’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-2,145
| Closed | -$107 | – | 1336 |
|
|
2014
Q4 | $107 | Buy |
+2,145
| New | +$107 | ﹤0.01% | 1681 |
|
|
2014
Q3 | – | Sell |
-3,399
| Closed | -$175K | – | 1330 |
|
|
2014
Q2 | $175K | Buy |
+3,399
| New | +$175K | 0.04% | 496 |
|
|
2013
Q4 | – | Sell |
-3,379
| Closed | -$122K | – | 700 |
|
|
2013
Q3 | $122K | Buy |
+3,379
| New | +$122K | 0.04% | 490 |
|