Lucus Advisors’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $209K | Buy |
+3,981
| New | +$209K | 0.36% | 157 |
|
|
2017
Q4 | – | Sell |
-7,741
| Closed | -$350K | – | 224 |
|
|
2017
Q3 | $350K | Buy |
7,741
+71
| +0.9% | +$3.21K | 0.49% | 53 |
|
|
2017
Q2 | $355K | Buy |
+7,670
| New | +$355K | 0.48% | 150 |
|
|
2016
Q4 | – | Sell |
-11,126
| Closed | -$405K | – | 107 |
|
|
2016
Q3 | $405K | Buy |
+11,126
| New | +$405K | 0.35% | 14 |
|
|
2016
Q2 | – | Sell |
-13,212
| Closed | -$513K | – | 279 |
|
|
2016
Q1 | $513K | Buy |
+13,212
| New | +$513K | 0.3% | 223 |
|