Simplicity Solutions’s Lazard LAZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-17,405
| Closed | -$800K | – | 429 |
|
|
2017
Q1 | $800K | Buy |
17,405
+7,652
| +78% | +$352K | 0.12% | 178 |
|
|
2016
Q4 | $401K | Buy |
9,753
+3,421
| +54% | +$141K | 0.09% | 218 |
|
|
2016
Q3 | $230K | Buy |
+6,332
| New | +$230K | 0.11% | 226 |
|
|
2016
Q1 | – | Sell |
-19,754
| Closed | -$889K | – | 362 |
|
|
2015
Q4 | $889K | Buy |
+19,754
| New | +$889K | 0.11% | 281 |
|