J.P. Morgan Private Wealth Advisors’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-5,625
| Closed | -$203K | – | 1424 |
|
|
2019
Q1 | $203K | Sell |
5,625
-9,411
| -63% | -$340K | ﹤0.01% | 1372 |
|
|
2018
Q4 | $555K | Sell |
15,036
-20,981
| -58% | -$774K | ﹤0.01% | 925 |
|
|
2018
Q3 | $1.73M | Sell |
36,017
-359
| -1% | -$17.3K | 0.01% | 659 |
|
|
2018
Q2 | $1.78M | Buy |
36,376
+19,314
| +113% | +$945K | 0.01% | 629 |
|
|
2018
Q1 | $897K | Buy |
17,062
+1,754
| +11% | +$92.2K | 0.01% | 673 |
|
|
2017
Q4 | $804K | Sell |
15,308
-418
| -3% | -$22K | 0.01% | 720 |
|
|
2017
Q3 | $711K | Sell |
15,726
-5,120
| -25% | -$231K | 0.01% | 719 |
|
|
2017
Q2 | $966K | Sell |
20,846
-3,863
| -16% | -$179K | 0.01% | 632 |
|
|
2017
Q1 | $1.14M | Buy |
24,709
+4,176
| +20% | +$192K | 0.01% | 597 |
|
|
2016
Q4 | $844K | Sell |
20,533
-1,078
| -5% | -$44.3K | 0.01% | 646 |
|
|
2016
Q3 | $786K | Buy |
21,611
+10,181
| +89% | +$370K | 0.01% | 649 |
|
|
2016
Q2 | $340K | Sell |
11,430
-1,654
| -13% | -$49.2K | ﹤0.01% | 927 |
|
|
2016
Q1 | $508K | Buy |
13,084
+7,245
| +124% | +$281K | ﹤0.01% | 751 |
|
|
2015
Q4 | $263K | Buy |
+5,839
| New | +$263K | ﹤0.01% | 918 |
|