Ranch Capital Advisors’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-400
| Closed | -$18K | – | 369 |
|
|
2021
Q3 | $18K | Hold |
400
| – | – | 0.01% | 391 |
|
|
2021
Q2 | $18K | Sell |
400
-59
| -13% | -$2.66K | 0.01% | 515 |
|
|
2021
Q1 | $19K | Buy |
459
+59
| +15% | +$2.44K | 0.01% | 479 |
|
|
2020
Q4 | $16K | Sell |
400
-125
| -24% | -$5K | 0.01% | 520 |
|
|
2020
Q3 | $17K | Hold |
525
| – | – | 0.01% | 487 |
|
|
2020
Q2 | $16K | Sell |
525
-83
| -14% | -$2.53K | 0.01% | 521 |
|
|
2020
Q1 | $14K | Sell |
608
-600
| -50% | -$13.8K | 0.01% | 523 |
|
|
2019
Q4 | $48K | Buy |
+1,208
| New | +$48K | 0.04% | 347 |
|