Cyndeo Wealth Partners’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	-105,322	Closed	-$3.49M	–	340
2023 Q1	$3.49M	Buy	105,322 +19,742	+23%	+$654K	0.38%	87
2022 Q4	$2.97M	Buy	+85,580	New	+$2.97M	0.35%	96