SDAM
Shulman DeMeo Asset Management’s Lazard LAZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,857
| Closed | -$378K | – | 135 |
|
|
2023
Q4 | $378K | Sell |
10,857
-1,301
| -11% | -$45.3K | 0.11% | 82 |
|
|
2023
Q3 | $377K | Sell |
12,158
-1,279
| -10% | -$39.7K | 0.13% | 78 |
|
|
2023
Q2 | $430K | Buy |
13,437
+378
| +3% | +$12.1K | 0.13% | 70 |
|
|
2023
Q1 | $432K | Buy |
13,059
+114
| +0.9% | +$3.77K | 0.14% | 73 |
|
|
2022
Q4 | $449K | Sell |
12,945
-1,181
| -8% | -$40.9K | 0.15% | 69 |
|
|
2022
Q3 | $450K | Buy |
14,126
+123
| +0.9% | +$3.92K | 0.16% | 58 |
|
|
2022
Q2 | $454K | Buy |
14,003
+276
| +2% | +$8.95K | 0.15% | 68 |
|
|
2022
Q1 | $474K | Buy |
13,727
+1,129
| +9% | +$39K | 0.13% | 75 |
|
|
2021
Q4 | $550K | Buy |
+12,598
| New | +$550K | 0.14% | 66 |
|
|
2021
Q3 | – | Sell |
-12,502
| Closed | -$566K | – | 111 |
|
|
2021
Q2 | $566K | Buy |
12,502
+3,663
| +41% | +$166K | 0.22% | 28 |
|
|
2021
Q1 | $385K | Buy |
+8,839
| New | +$385K | 0.11% | 89 |
|