Koshinski Asset Management’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,220
| Closed | -$184K | – | 2188 |
|
|
2021
Q4 | $184K | Hold |
4,220
| – | – | 0.01% | 650 |
|
|
2021
Q3 | $193K | Buy |
+4,220
| New | +$193K | 0.02% | 621 |
|
|
2018
Q4 | – | Sell |
-6,114
| Closed | -$294K | – | 465 |
|
|
2018
Q3 | $294K | Buy |
+6,114
| New | +$294K | 0.04% | 422 |
|
|
2018
Q2 | – | Sell |
-4,293
| Closed | -$226K | – | 377 |
|
|
2018
Q1 | $226K | Sell |
4,293
-1,306
| -23% | -$68.8K | 0.07% | 326 |
|
|
2017
Q4 | $294K | Sell |
5,599
-447
| -7% | -$23.5K | 0.07% | 337 |
|
|
2017
Q3 | $273K | Sell |
6,046
-509
| -8% | -$23K | 0.09% | 306 |
|
|
2017
Q2 | $304K | Buy |
+6,555
| New | +$304K | 0.11% | 275 |
|