Cascade Investment Advisors’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-13,930
| Closed | -$328K | – | 256 |
|
|
2020
Q1 | $328K | Sell |
13,930
-300
| -2% | -$7.07K | 0.36% | 89 |
|
|
2019
Q4 | $569K | Sell |
14,230
-625
| -4% | -$25K | 0.43% | 89 |
|
|
2019
Q3 | $520K | Buy |
14,855
+600
| +4% | +$21K | 0.4% | 87 |
|
|
2019
Q2 | $490K | Buy |
14,255
+75
| +0.5% | +$2.58K | 0.42% | 81 |
|
|
2019
Q1 | $512K | Buy |
14,180
+25
| +0.2% | +$903 | 0.46% | 79 |
|
|
2018
Q4 | $522K | Sell |
14,155
-590
| -4% | -$21.8K | 0.53% | 76 |
|
|
2018
Q3 | $710K | Buy |
14,745
+750
| +5% | +$36.1K | 0.6% | 78 |
|
|
2018
Q2 | $684K | Buy |
+13,995
| New | +$684K | 0.61% | 76 |
|