Focused Wealth Management’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-200
| Closed | -$7K | – | 749 |
|
|
2019
Q2 | $7K | Sell |
200
-141
| -41% | -$5.05K | ﹤0.01% | 557 |
|
|
2019
Q1 | $12K | Hold |
341
| – | – | ﹤0.01% | 443 |
|
|
2018
Q4 | $13K | Buy |
341
+201
| +144% | +$8.02K | ﹤0.01% | 427 |
|
|
2018
Q3 | $7K | Sell |
140
-199
| -59% | -$9.89K | ﹤0.01% | 488 |
|
|
2018
Q2 | $17K | Buy |
339
+1
| +0.3% | +$53 | 0.01% | 378 |
|
|
2018
Q1 | $18K | Buy |
338
+5
| +2% | +$277 | 0.01% | 401 |
|
|
2017
Q4 | $17K | Sell |
333
-463
| -58% | -$22.2K | 0.01% | 401 |
|
|
2017
Q3 | $36K | Buy |
796
+465
| +140% | +$20.6K | 0.01% | 281 |
|
|
2017
Q2 | $15K | Buy |
331
+1
| +0.3% | +$45 | 0.01% | 415 |
|
|
2017
Q1 | $15K | Buy |
330
+5
| +2% | +$216 | 0.01% | 418 |
|
|
2016
Q4 | $13K | Buy |
325
+1
| +0.3% | +$39 | 0.01% | 441 |
|
|
2016
Q3 | $12K | Buy |
324
+1
| +0.3% | +$35 | 0.01% | 424 |
|
|
2016
Q2 | $10K | Buy |
323
+2
| +0.6% | +$69 | ﹤0.01% | 437 |
|
|
2016
Q1 | $12K | Sell |
321
-195
| -38% | -$7K | 0.01% | 374 |
|
|
2015
Q4 | $23K | Buy |
516
+1
| +0.2% | +$46 | 0.01% | 305 |
|
|
2015
Q3 | $22K | Buy |
515
+1
| +0.2% | +$52 | 0.01% | 286 |
|
|
2015
Q2 | $29K | Hold |
514
| – | – | 0.02% | 265 |
|
|
2015
Q1 | $27K | Buy |
514
+3
| +0.6% | +$148 | 0.02% | 276 |
|
|
2014
Q4 | $26K | Buy |
511
+1
| +0.2% | +$50 | 0.02% | 268 |
|
|
2014
Q3 | $26K | Hold |
510
| – | – | 0.02% | 282 |
|
|
2014
Q2 | $26K | Buy |
510
+1
| +0.2% | +$49 | 0.02% | 271 |
|
|
2014
Q1 | $24K | Buy |
509
+1
| +0.2% | +$45 | 0.02% | 260 |
|
|
2013
Q4 | $23K | Buy |
508
+1
| +0.2% | +$40 | 0.02% | 271 |
|
|
2013
Q3 | $18K | Buy |
+507
| New | +$18K | 0.02% | 291 |
|
Other funds holding LAZ
SAM
AI
RAM
