Edge Wealth Management’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-200
| Closed | -$6K | – | 535 |
|
|
2020
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 522 |
|
|
2020
Q1 | $5K | Sell |
200
-11,101
| -98% | -$278K | ﹤0.01% | 476 |
|
|
2019
Q4 | $1.81M | Buy |
11,301
+11,101
| +5,551% | +$1.78M | 0.36% | 50 |
|
|
2019
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 446 |
|
|
2019
Q2 | $7K | Hold |
200
| – | – | ﹤0.01% | 447 |
|
|
2019
Q1 | $7K | Hold |
200
| – | – | ﹤0.01% | 436 |
|
|
2018
Q4 | $7K | Hold |
200
| – | – | ﹤0.01% | 436 |
|
|
2018
Q3 | $10K | Hold |
200
| – | – | ﹤0.01% | 430 |
|
|
2018
Q2 | $10K | Hold |
200
| – | – | ﹤0.01% | 418 |
|
|
2018
Q1 | $11K | Hold |
200
| – | – | ﹤0.01% | 366 |
|
|
2017
Q4 | $10K | Hold |
200
| – | – | ﹤0.01% | 377 |
|
|
2017
Q3 | $9K | Buy |
+200
| New | +$9K | ﹤0.01% | 381 |
|