Shufro Rose & Co’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-9,450
| Closed | -$331K | – | 326 |
|
|
2019
Q3 | $331K | Hold |
9,450
| – | – | 0.03% | 206 |
|
|
2019
Q2 | $325K | Buy |
9,450
+617
| +7% | +$21.2K | 0.03% | 208 |
|
|
2019
Q1 | $319K | Sell |
8,833
-267
| -3% | -$9.64K | 0.03% | 207 |
|
|
2018
Q4 | $336K | Sell |
9,100
-1,550
| -15% | -$57.2K | 0.04% | 194 |
|
|
2018
Q3 | $513K | Buy |
10,650
+2,400
| +29% | +$116K | 0.05% | 172 |
|
|
2018
Q2 | $404K | Hold |
8,250
| – | – | 0.04% | 189 |
|
|
2018
Q1 | $434K | Sell |
8,250
-300
| -4% | -$15.8K | 0.04% | 176 |
|
|
2017
Q4 | $449K | Hold |
8,550
| – | – | 0.04% | 171 |
|
|
2017
Q3 | $387K | Hold |
8,550
| – | – | 0.04% | 194 |
|
|
2017
Q2 | $396K | Sell |
8,550
-1,400
| -14% | -$64.8K | 0.04% | 176 |
|
|
2017
Q1 | $458K | Buy |
9,950
+1,200
| +14% | +$55.2K | 0.05% | 161 |
|
|
2016
Q4 | $360K | Buy |
8,750
+1,450
| +20% | +$59.7K | 0.04% | 182 |
|
|
2016
Q3 | $265K | Buy |
+7,300
| New | +$265K | 0.03% | 215 |
|