Cornerstone Wealth Management’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-4,750
| Closed | -$341K | – | 441 |
|
|
2019
Q1 | $341K | Buy |
+4,750
| New | +$341K | 0.04% | 351 |
|
|
2018
Q4 | – | Sell |
-203,886
| Closed | -$4.55M | – | 786 |
|
|
2018
Q3 | $4.55M | Sell |
203,886
-19,519
| -9% | -$436K | 0.06% | 312 |
|
|
2018
Q2 | $4.55M | Buy |
223,405
+218,855
| +4,810% | +$4.46M | 0.05% | 337 |
|
|
2018
Q1 | $234K | Sell |
4,550
-15
| -0.3% | -$771 | 0.04% | 333 |
|
|
2017
Q4 | $256K | Buy |
4,565
+15
| +0.3% | +$841 | 0.05% | 333 |
|
|
2017
Q3 | $204K | Hold |
4,550
| – | – | 0.04% | 364 |
|
|
2017
Q2 | $212K | Buy |
+4,550
| New | +$212K | 0.05% | 344 |
|