Belpointe Asset Management’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,652
| Closed | -$87.8K | – | 2108 |
|
|
2023
Q1 | $87.8K | Hold |
2,652
| – | – | ﹤0.01% | 1385 |
|
|
2022
Q4 | $91.9K | Buy |
+2,652
| New | +$91.9K | 0.01% | 1285 |
|
|
2022
Q2 | – | Sell |
-3,207
| Closed | -$110K | – | 1208 |
|
|
2022
Q1 | $110K | Buy |
3,207
+55
| +2% | +$1.89K | 0.01% | 1172 |
|
|
2021
Q4 | $137K | Sell |
3,152
-6,993
| -69% | -$304K | 0.01% | 1064 |
|
|
2021
Q3 | $465K | Sell |
10,145
-1,673
| -14% | -$76.7K | 0.03% | 533 |
|
|
2021
Q2 | $535K | Buy |
11,818
+3,441
| +41% | +$156K | 0.04% | 479 |
|
|
2021
Q1 | $365K | Sell |
8,377
-543
| -6% | -$23.7K | 0.03% | 525 |
|
|
2020
Q4 | $377K | Buy |
8,920
+2,000
| +29% | +$84.5K | 0.03% | 479 |
|
|
2020
Q3 | $229K | Sell |
6,920
-860
| -11% | -$28.5K | 0.03% | 517 |
|
|
2020
Q2 | $223K | Buy |
7,780
+986
| +15% | +$28.3K | 0.03% | 495 |
|
|
2020
Q1 | $160K | Buy |
6,794
+475
| +8% | +$11.2K | 0.03% | 478 |
|
|
2019
Q4 | $253K | Buy |
+6,319
| New | +$253K | 0.03% | 478 |
|
|
2018
Q4 | – | Sell |
-2,303
| Closed | -$111K | – | 576 |
|
|
2018
Q3 | $111K | Buy |
+2,303
| New | +$111K | 0.02% | 616 |
|