Financial Gravity Asset Management’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-35
| Closed | -$97 | – | 1425 |
|
|
2022
Q4 | $97 | Buy |
+35
| New | +$97 | ﹤0.01% | 1111 |
|
|
2020
Q2 | – | Sell |
-125
| Closed | -$2.95K | – | 488 |
|
|
2020
Q1 | $2.95K | Sell |
125
-14
| -10% | -$331 | 0.01% | 371 |
|
|
2019
Q4 | $40K | Sell |
139
-48
| -26% | -$13.8K | 0.03% | 742 |
|
|
2019
Q3 | $7K | Sell |
187
-8
| -4% | -$299 | 0.01% | 655 |
|
|
2019
Q2 | $7K | Sell |
195
-152
| -44% | -$5.46K | 0.01% | 644 |
|
|
2019
Q1 | $13K | Buy |
+347
| New | +$13K | 0.01% | 510 |
|
|
2018
Q3 | $26K | Buy |
667
+55
| +9% | +$2.14K | 0.03% | 441 |
|
|
2018
Q2 | $31K | Buy |
612
+152
| +33% | +$7.7K | 0.03% | 419 |
|
|
2018
Q1 | $24K | Buy |
+460
| New | +$24K | 0.02% | 494 |
|