Kelleher Financial Advisors’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-11,551
| Closed | -$489K | – | 120 |
|
|
2020
Q4 | $489K | Buy |
11,551
+57
| +0.5% | +$2.41K | 0.37% | 61 |
|
|
2020
Q3 | $380K | Buy |
11,494
+258
| +2% | +$8.53K | 0.32% | 64 |
|
|
2020
Q2 | $322K | Buy |
11,236
+559
| +5% | +$16K | 0.31% | 69 |
|
|
2020
Q1 | $252K | Buy |
10,677
+1
| +0% | +$24 | 0.3% | 66 |
|
|
2019
Q4 | $427K | Sell |
10,676
-264
| -2% | -$10.6K | 0.43% | 57 |
|
|
2019
Q3 | $383K | Buy |
+10,940
| New | +$383K | 0.47% | 53 |
|