Braun Stacey Associates’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-7,300
| Closed | -$283K | – | 149 |
|
|
2016
Q1 | $283K | Hold |
7,300
| – | – | 0.02% | 145 |
|
|
2015
Q4 | $329K | Hold |
7,300
| – | – | 0.02% | 132 |
|
|
2015
Q3 | $316K | Sell |
7,300
-25,835
| -78% | -$1.12M | 0.02% | 136 |
|
|
2015
Q2 | $1.86M | Buy |
33,135
+25,835
| +354% | +$1.45M | 0.08% | 160 |
|
|
2015
Q1 | $384K | Buy |
7,300
+1,300
| +22% | +$68.4K | 0.02% | 126 |
|
|
2014
Q4 | $300K | Hold |
6,000
| – | – | 0.02% | 144 |
|
|
2014
Q3 | $304K | Buy |
6,000
+300
| +5% | +$15.2K | 0.02% | 140 |
|
|
2014
Q2 | $294K | Buy |
+5,700
| New | +$294K | 0.02% | 140 |
|