Phase 2 Partners’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-64,704
| Closed | -$2.71M | – | 36 |
|
2024
Q1 | $2.71M | Sell |
64,704
-72,882
| -53% | -$3.05M | 1.42% | 26 |
|
2023
Q4 | $4.79M | Buy |
+137,586
| New | +$4.79M | 2.53% | 21 |
|
2023
Q3 | – | Sell |
-308,813
| Closed | -$9.88M | – | 23 |
|
2023
Q2 | $9.88M | Buy |
+308,813
| New | +$9.88M | 4.48% | 13 |
|