Middleton & Co’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-18,155
| Closed | -$874K | – | 145 |
|
|
2018
Q3 | $874K | Hold |
18,155
| – | – | 0.14% | 103 |
|
|
2018
Q2 | $888K | Sell |
18,155
-75
| -0.4% | -$3.67K | 0.15% | 103 |
|
|
2018
Q1 | $958K | Hold |
18,230
| – | – | 0.17% | 100 |
|
|
2017
Q4 | $957K | Sell |
18,230
-75
| -0.4% | -$3.94K | 0.16% | 107 |
|
|
2017
Q3 | $828K | Buy |
+18,305
| New | +$828K | 0.15% | 112 |
|