Spirit of America Management Corp’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,175
| Closed | -$34K | – | 233 |
|
|
2020
Q2 | $34K | Sell |
1,175
-5,000
| -81% | -$145K | 0.01% | 213 |
|
|
2020
Q1 | $145K | Sell |
6,175
-4,800
| -44% | -$113K | 0.05% | 191 |
|
|
2019
Q4 | $439K | Hold |
10,975
| – | – | 0.08% | 167 |
|
|
2019
Q3 | $384K | Sell |
10,975
-600
| -5% | -$21K | 0.06% | 178 |
|
|
2019
Q2 | $398K | Sell |
11,575
-300
| -3% | -$10.3K | 0.06% | 181 |
|
|
2019
Q1 | $429K | Hold |
11,875
| – | – | 0.06% | 174 |
|
|
2018
Q4 | $438K | Hold |
11,875
| – | – | 0.07% | 173 |
|
|
2018
Q3 | $572K | Hold |
11,875
| – | – | 0.07% | 170 |
|
|
2018
Q2 | $581K | Buy |
11,875
+1,000
| +9% | +$48.9K | 0.07% | 170 |
|
|
2018
Q1 | $572K | Buy |
+10,875
| New | +$572K | 0.08% | 170 |
|