Shine Investment Advisory Services’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-316
| Closed | -$11K | – | 702 |
|
|
2019
Q1 | $11K | Hold |
316
| – | – | 0.01% | 536 |
|
|
2018
Q4 | $12K | Sell |
316
-112
| -26% | -$4.25K | 0.01% | 500 |
|
|
2018
Q3 | $21K | Sell |
428
-269
| -39% | -$13.2K | 0.01% | 439 |
|
|
2018
Q2 | $34K | Buy |
697
+51
| +8% | +$2.49K | 0.02% | 374 |
|
|
2018
Q1 | $34K | Buy |
646
+127
| +24% | +$6.68K | 0.02% | 369 |
|
|
2017
Q4 | $27K | Buy |
519
+153
| +42% | +$7.96K | 0.01% | 406 |
|
|
2017
Q3 | $17K | Hold |
366
| – | – | 0.01% | 469 |
|
|
2017
Q2 | $17K | Buy |
+366
| New | +$17K | 0.01% | 455 |
|