Morse 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 |
-7,000
| Closed | -$305K | – | 173 |
|
|
2021
Q4 | $305K | Hold |
7,000
| – | – | 0.07% | 145 |
|
|
2021
Q3 | $321K | Hold |
7,000
| – | – | 0.08% | 140 |
|
|
2021
Q2 | $317K | Hold |
7,000
| – | – | 0.08% | 140 |
|
|
2021
Q1 | $305K | Sell |
7,000
-26,100
| -79% | -$1.14M | 0.08% | 132 |
|
|
2020
Q4 | $1.4M | Buy |
33,100
+18,700
| +130% | +$791K | 0.39% | 65 |
|
|
2020
Q3 | $476K | Sell |
14,400
-18,775
| -57% | -$621K | 0.15% | 91 |
|
|
2020
Q2 | $950K | Sell |
33,175
-2,550
| -7% | -$73K | 0.34% | 71 |
|
|
2020
Q1 | $842K | Sell |
35,725
-6,125
| -15% | -$144K | 0.4% | 58 |
|
|
2019
Q4 | $1.67M | Buy |
41,850
+10,175
| +32% | +$407K | 0.57% | 54 |
|
|
2019
Q3 | $1.11M | Buy |
+31,675
| New | +$1.11M | 0.41% | 63 |
|