PFG Private Wealth Management’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-207
| Closed | -$6.42K | – | 269 |
|
|
2023
Q3 | $6.42K | Sell |
207
-140
| -40% | -$4.34K | ﹤0.01% | 205 |
|
|
2023
Q2 | $11.1K | Buy |
347
+297
| +594% | +$9.5K | 0.01% | 207 |
|
|
2023
Q1 | $1.66K | Sell |
50
-49
| -49% | -$1.62K | ﹤0.01% | 256 |
|
|
2022
Q4 | $3K | Buy |
99
+19
| +24% | +$576 | ﹤0.01% | 266 |
|
|
2022
Q3 | $3K | Sell |
80
-6,511
| -99% | -$244K | ﹤0.01% | 269 |
|
|
2022
Q2 | $214K | Sell |
6,591
-1,091
| -14% | -$35.4K | 0.12% | 59 |
|
|
2022
Q1 | $265K | Buy |
7,682
+7,602
| +9,503% | +$262K | 0.14% | 51 |
|
|
2021
Q4 | $3K | Hold |
80
| – | – | ﹤0.01% | 266 |
|
|
2021
Q3 | $4K | Buy |
+80
| New | +$4K | ﹤0.01% | 222 |
|