Regal Investment Advisors’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-4,454
| Closed | -$234K | – | 287 |
|
|
2018
Q1 | $234K | Buy |
4,454
+71
| +2% | +$3.73K | 0.05% | 262 |
|
|
2017
Q4 | $230K | Buy |
+4,383
| New | +$230K | 0.05% | 253 |
|
|
2015
Q4 | – | Sell |
-50
| Closed | -$2K | – | 612 |
|
|
2015
Q3 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 940 |
|
|
2014
Q2 | – | Sell |
-820
| Closed | -$39K | – | 930 |
|
|
2014
Q1 | $39K | Buy |
820
+7
| +0.9% | +$333 | 0.02% | 385 |
|
|
2013
Q4 | $37K | Buy |
+813
| New | +$37K | 0.02% | 337 |
|