Heritage Wealth Advisors’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-300
| Closed | -$10K | – | 555 |
|
|
2022
Q2 | $10K | Hold |
300
| – | – | ﹤0.01% | 464 |
|
|
2022
Q1 | $10K | Hold |
300
| – | – | ﹤0.01% | 439 |
|
|
2021
Q4 | $13K | Hold |
300
| – | – | ﹤0.01% | 432 |
|
|
2021
Q3 | $13.7K | Hold |
300
| – | – | ﹤0.01% | 424 |
|
|
2021
Q2 | $13.6K | Hold |
300
| – | – | ﹤0.01% | 436 |
|
|
2021
Q1 | $13.1K | Buy |
300
+100
| +50% | +$4.35K | ﹤0.01% | 452 |
|
|
2020
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 469 |
|
|
2020
Q3 | $6.61K | Hold |
200
| – | – | ﹤0.01% | 417 |
|
|
2020
Q2 | $5.73K | Hold |
200
| – | – | ﹤0.01% | 401 |
|
|
2020
Q1 | $4.71K | Hold |
200
| – | – | ﹤0.01% | 401 |
|
|
2019
Q4 | $7.99K | Hold |
200
| – | – | ﹤0.01% | 429 |
|
|
2019
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 404 |
|
|
2019
Q2 | $6.88K | Buy |
+200
| New | +$6.88K | ﹤0.01% | 409 |
|
|
2019
Q1 | – | Sell |
-200
| Closed | -$7K | – | 456 |
|
|
2018
Q4 | $7K | Hold |
200
| – | – | ﹤0.01% | 328 |
|
|
2018
Q3 | $9K | Buy |
+200
| New | +$9K | ﹤0.01% | 307 |
|