Pathstone Family Office’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-407
| Closed | -$17K | – | 1012 |
|
|
2020
Q4 | $17K | Hold |
407
| – | – | ﹤0.01% | 732 |
|
|
2020
Q3 | $13K | Buy |
+407
| New | +$13K | ﹤0.01% | 561 |
|
|
2020
Q2 | – | Sell |
-512
| Closed | -$12K | – | 859 |
|
|
2020
Q1 | $12K | Buy |
+512
| New | +$12K | ﹤0.01% | 500 |
|
|
2019
Q2 | – | Sell |
-106
| Closed | -$4K | – | 771 |
|
|
2019
Q1 | $4K | Hold |
106
| – | – | ﹤0.01% | 640 |
|
|
2018
Q4 | $4K | Buy |
+106
| New | +$4K | ﹤0.01% | 391 |
|