SSWM
Sheets Smith Wealth Management’s Lazard LAZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-14,600
| Closed | -$539K | – | 322 |
|
|
2018
Q4 | $539K | Sell |
14,600
-48,475
| -77% | -$1.79M | 0.15% | 151 |
|
|
2018
Q3 | $3.04M | Buy |
63,075
+200
| +0.3% | +$9.63K | 0.63% | 39 |
|
|
2018
Q2 | $3.08M | Sell |
62,875
-600
| -0.9% | -$29.3K | 0.72% | 36 |
|
|
2018
Q1 | $3.34M | Buy |
63,475
+1,200
| +2% | +$63.1K | 0.8% | 31 |
|
|
2017
Q4 | $3.27M | Buy |
62,275
+24,275
| +64% | +$1.27M | 0.77% | 32 |
|
|
2017
Q3 | $1.72M | Hold |
38,000
| – | – | 0.43% | 65 |
|
|
2017
Q2 | $1.76M | Buy |
38,000
+9,000
| +31% | +$417K | 0.47% | 67 |
|
|
2017
Q1 | $1.33M | Buy |
+29,000
| New | +$1.33M | 0.35% | 84 |
|
|
2014
Q4 | – | Sell |
-18,268
| Closed | -$926K | – | 265 |
|
|
2014
Q3 | $926K | Buy |
18,268
+1,020
| +6% | +$51.7K | 0.25% | 123 |
|
|
2014
Q2 | $889K | Buy |
+17,248
| New | +$889K | 0.24% | 130 |
|