Barrington Strategic Wealth Management Group’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | $1.86M | Sell |
41,023
-126
| -0.3% | -$5.7K | 0.94% | 27 |
|
2017
Q2 | $1.91M | Sell |
41,149
-1,057
| -3% | -$49K | 0.97% | 27 |
|
2017
Q1 | $1.94M | Sell |
42,206
-145
| -0.3% | -$6.67K | 1.01% | 27 |
|
2016
Q4 | $1.74M | Buy |
42,351
+14,830
| +54% | +$609K | 0.93% | 30 |
|
2016
Q3 | $1M | Buy |
27,521
+5,250
| +24% | +$191K | 0.56% | 50 |
|
2016
Q2 | $663K | Sell |
22,271
-180
| -0.8% | -$5.36K | 0.38% | 68 |
|
2016
Q1 | $871K | Sell |
22,451
-1,059
| -5% | -$41.1K | 0.5% | 54 |
|
2015
Q4 | $1.06M | Sell |
23,510
-7
| -0% | -$315 | 0.62% | 43 |
|
2015
Q3 | $1.02M | Sell |
23,517
-405
| -2% | -$17.5K | 0.65% | 47 |
|
2015
Q2 | $1.35M | Buy |
23,922
+120
| +0.5% | +$6.75K | 0.81% | 41 |
|
2015
Q1 | $1.25M | Buy |
23,802
+60
| +0.3% | +$3.16K | 0.77% | 43 |
|
2014
Q4 | $1.19M | Buy |
23,742
+275
| +1% | +$13.8K | 0.76% | 44 |
|
2014
Q3 | $1.19M | Sell |
23,467
-745
| -3% | -$37.8K | 0.77% | 43 |
|
2014
Q2 | $1.25M | Sell |
24,212
-275
| -1% | -$14.2K | 0.79% | 43 |
|
2014
Q1 | $1.15M | Buy |
24,487
+176
| +0.7% | +$8.29K | 0.75% | 46 |
|
2013
Q4 | $1.1M | Buy |
24,311
+278
| +1% | +$12.6K | 0.73% | 45 |
|
2013
Q3 | $866K | Buy |
24,033
+125
| +0.5% | +$4.5K | 0.77% | 46 |
|
2013
Q2 | $769K | Buy |
+23,908
| New | +$769K | 0.63% | 52 |
|