Jeppson Wealth Management’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 |
-9,493
| Closed | -$314K | – | 198 |
|
|
2023
Q1 | $314K | Sell |
9,493
-15
| -0.2% | -$497 | 0.14% | 140 |
|
|
2022
Q4 | $330K | Buy |
9,508
+1,283
| +16% | +$44.5K | 0.14% | 141 |
|
|
2022
Q3 | $262K | Sell |
8,225
-570
| -6% | -$18.2K | 0.12% | 154 |
|
|
2022
Q2 | $285K | Buy |
8,795
+2,570
| +41% | +$83.3K | 0.12% | 144 |
|
|
2022
Q1 | $214K | Buy |
+6,225
| New | +$214K | 0.1% | 161 |
|