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Simplicity Wealth’s Lazard LAZ Stock Holding History

Simplicity Wealth’s Portfolio LAZ Stock Details LAZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-15,805
Closed -$603K – 887
2024
Q2 		$603K Sell
15,805
-1,328
-8% -$50.7K 0.01% 682
2024
Q1 		$717K Buy
+17,133
New +$717K 0.02% 619