Montag & Caldwell’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-10,799
| Closed | -$419K | – | 99 |
|
|
2016
Q1 | $419K | Buy |
10,799
+8
| +0.1% | +$310 | 0.01% | 83 |
|
|
2015
Q4 | $486K | Buy |
10,791
+211
| +2% | +$9.5K | 0.01% | 76 |
|
|
2015
Q3 | $458K | Buy |
10,580
+250
| +2% | +$10.8K | 0.01% | 74 |
|
|
2015
Q2 | $581K | Buy |
+10,330
| New | +$581K | 0.01% | 74 |
|