Sheets Smith Wealth Management’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
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|
2018
Q4 | $539K | Sell |
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|
2018
Q3 | $3.04M | Buy |
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|
2018
Q2 | $3.08M | Sell |
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|
2018
Q1 | $3.34M | Buy |
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|
2017
Q4 | $3.27M | Buy |
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|
2017
Q3 | $1.72M | Hold |
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|
2017
Q2 | $1.76M | Buy |
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|
2017
Q1 | $1.33M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $926K | Buy |
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|
2014
Q2 | $889K | Buy |
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