Mogy Joel R Investment Counsel’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-18,070
| Closed | -$653K | – | 113 |
|
|
2019
Q1 | $653K | Hold |
18,070
| – | – | 0.09% | 84 |
|
|
2018
Q4 | $667K | Hold |
18,070
| – | – | 0.1% | 83 |
|
|
2018
Q3 | $870K | Hold |
18,070
| – | – | 0.12% | 80 |
|
|
2018
Q2 | $884K | Hold |
18,070
| – | – | 0.13% | 76 |
|
|
2018
Q1 | $950K | Hold |
18,070
| – | – | 0.15% | 76 |
|
|
2017
Q4 | $949K | Hold |
18,070
| – | – | 0.15% | 77 |
|
|
2017
Q3 | $817K | Hold |
18,070
| – | – | 0.14% | 83 |
|
|
2017
Q2 | $837K | Buy |
+18,070
| New | +$837K | 0.14% | 79 |
|