FDx Advisors’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-10,193
| Closed | -$469K | – | 1216 |
|
|
2017
Q1 | $469K | Buy |
10,193
+446
| +5% | +$20.5K | 0.01% | 800 |
|
|
2016
Q4 | $401K | Buy |
9,747
+1,459
| +18% | +$60K | 0.01% | 844 |
|
|
2016
Q3 | $301K | Buy |
+8,288
| New | +$301K | 0.01% | 778 |
|
|
2015
Q3 | – | Sell |
-6,757
| Closed | -$371K | – | 822 |
|
|
2015
Q2 | $371K | Buy |
+6,757
| New | +$371K | 0.02% | 670 |
|
|
2015
Q1 | – | Sell |
-28,614
| Closed | -$1.43M | – | 1910 |
|
|
2014
Q4 | $1.43M | Sell |
28,614
-6,613
| -19% | -$331K | 0.09% | 215 |
|
|
2014
Q3 | $1.79M | Buy |
35,227
+9,015
| +34% | +$457K | 0.12% | 174 |
|
|
2014
Q2 | $1.35M | Buy |
26,212
+19,328
| +281% | +$996K | 0.09% | 246 |
|
|
2014
Q1 | $324K | Buy |
+6,884
| New | +$324K | 0.03% | 583 |
|