Banyan Partners’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-6,980
| Closed | -$360K | – | 385 |
|
|
2014
Q2 | $360K | Sell |
6,980
-750
| -10% | -$38.7K | 0.03% | 329 |
|
|
2014
Q1 | $364K | Sell |
7,730
-610
| -7% | -$28.7K | 0.03% | 324 |
|
|
2013
Q4 | $378K | Sell |
8,340
-8,028
| -49% | -$364K | 0.03% | 340 |
|
|
2013
Q3 | $589K | Buy |
16,368
+6,318
| +63% | +$227K | 0.05% | 208 |
|
|
2013
Q2 | $323K | Buy |
+10,050
| New | +$323K | 0.06% | 146 |
|