Inspire Advisors’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-20,212
| Closed | -$669K | – | 251 |
|
|
2023
Q1 | $669K | Buy |
20,212
+5,436
| +37% | +$180K | 0.15% | 61 |
|
|
2022
Q4 | $512K | Buy |
14,776
+4,489
| +44% | +$156K | 0.13% | 56 |
|
|
2022
Q3 | $327K | Buy |
+10,287
| New | +$327K | 0.09% | 51 |
|
|
2022
Q1 | – | Sell |
-8,764
| Closed | -$382K | – | 121 |
|
|
2021
Q4 | $382K | Buy |
+8,764
| New | +$382K | 0.11% | 42 |
|
|
2021
Q1 | – | Sell |
-1,666
| Closed | -$70K | – | 440 |
|
|
2020
Q4 | $70K | Buy |
+1,666
| New | +$70K | 0.03% | 189 |
|