Endurance Wealth Management’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $3M | Buy |
93,785
+8,285
| +10% | +$265K | 0.41% | 55 |
|
2023
Q1 | $2.83M | Buy |
85,500
+10,315
| +14% | +$342K | 0.4% | 55 |
|
2022
Q4 | $2.61M | Buy |
75,185
+9,050
| +14% | +$314K | 0.39% | 55 |
|
2022
Q3 | $2.11M | Buy |
66,135
+29,900
| +83% | +$952K | 0.35% | 63 |
|
2022
Q2 | $1.17M | Buy |
36,235
+7,950
| +28% | +$258K | 0.18% | 88 |
|
2022
Q1 | $976K | Buy |
+28,285
| New | +$976K | 0.13% | 101 |
|
2017
Q3 | – | Sell |
-1,000
| Closed | -$46K | – | 508 |
|
2017
Q2 | $46K | Buy |
+1,000
| New | +$46K | 0.01% | 283 |
|