S.R. Schill & Associates’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-13,652
| Closed | -$668K | – | 87 |
|
|
2018
Q2 | $668K | Buy |
13,652
+286
| +2% | +$14K | 0.41% | 42 |
|
|
2018
Q1 | $703K | Sell |
13,366
-466
| -3% | -$24.5K | 0.44% | 40 |
|
|
2017
Q4 | $726K | Buy |
13,832
+5,139
| +59% | +$270K | 0.45% | 41 |
|
|
2017
Q3 | $393K | Sell |
8,693
-297
| -3% | -$13.4K | 0.24% | 52 |
|
|
2017
Q2 | $417K | Buy |
8,990
+518
| +6% | +$24K | 0.26% | 52 |
|
|
2017
Q1 | $390K | Buy |
8,472
+920
| +12% | +$42.4K | 0.25% | 52 |
|
|
2016
Q4 | $310K | Sell |
7,552
-417
| -5% | -$17.1K | 0.2% | 56 |
|
|
2016
Q3 | $290K | Buy |
+7,969
| New | +$290K | 0.19% | 59 |
|