Focused Wealth Management’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-200
| Closed | -$7K | – | 709 |
|
|
2019
Q2 | $7K | Sell |
200
-141
| -41% | -$4.94K | ﹤0.01% | 534 |
|
|
2019
Q1 | $12K | Hold |
341
| – | – | ﹤0.01% | 429 |
|
|
2018
Q4 | $13K | Buy |
341
+201
| +144% | +$7.66K | ﹤0.01% | 417 |
|
|
2018
Q3 | $7K | Sell |
140
-199
| -59% | -$9.95K | ﹤0.01% | 472 |
|
|
2018
Q2 | $17K | Buy |
339
+1
| +0.3% | +$50 | 0.01% | 372 |
|
|
2018
Q1 | $18K | Buy |
338
+5
| +2% | +$266 | 0.01% | 395 |
|
|
2017
Q4 | $17K | Sell |
333
-463
| -58% | -$23.6K | 0.01% | 398 |
|
|
2017
Q3 | $36K | Buy |
796
+465
| +140% | +$21K | 0.01% | 281 |
|
|
2017
Q2 | $15K | Buy |
331
+1
| +0.3% | +$45 | 0.01% | 410 |
|
|
2017
Q1 | $15K | Buy |
330
+5
| +2% | +$227 | 0.01% | 414 |
|
|
2016
Q4 | $13K | Buy |
325
+1
| +0.3% | +$40 | 0.01% | 438 |
|
|
2016
Q3 | $12K | Buy |
324
+1
| +0.3% | +$37 | 0.01% | 424 |
|
|
2016
Q2 | $10K | Buy |
323
+2
| +0.6% | +$62 | ﹤0.01% | 436 |
|
|
2016
Q1 | $12K | Sell |
321
-195
| -38% | -$7.29K | 0.01% | 373 |
|
|
2015
Q4 | $23K | Buy |
516
+1
| +0.2% | +$45 | 0.01% | 303 |
|
|
2015
Q3 | $22K | Buy |
515
+1
| +0.2% | +$43 | 0.01% | 282 |
|
|
2015
Q2 | $29K | Hold |
514
| – | – | 0.02% | 264 |
|
|
2015
Q1 | $27K | Buy |
514
+3
| +0.6% | +$158 | 0.02% | 272 |
|
|
2014
Q4 | $26K | Buy |
511
+1
| +0.2% | +$51 | 0.02% | 266 |
|
|
2014
Q3 | $26K | Hold |
510
| – | – | 0.02% | 276 |
|
|
2014
Q2 | $26K | Buy |
510
+1
| +0.2% | +$51 | 0.02% | 268 |
|
|
2014
Q1 | $24K | Buy |
509
+1
| +0.2% | +$47 | 0.02% | 256 |
|
|
2013
Q4 | $23K | Buy |
508
+1
| +0.2% | +$45 | 0.02% | 268 |
|
|
2013
Q3 | $18K | Buy |
+507
| New | +$18K | 0.02% | 287 |
|