Summit Financial Wealth Advisors’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-75,374
| Closed | -$3.23M | – | 140 |
|
|
2018
Q3 | $3.23M | Buy |
75,374
+14,034
| +23% | +$601K | 0.97% | 34 |
|
|
2018
Q2 | $3.22M | Hold |
61,340
| – | – | 1.08% | 30 |
|
|
2018
Q1 | $3.22M | Buy |
61,340
+13,742
| +29% | +$722K | 1.06% | 31 |
|
|
2017
Q4 | $2.5M | Buy |
47,598
+11,514
| +32% | +$605K | 0.86% | 41 |
|
|
2017
Q3 | $1.63M | Buy |
+36,084
| New | +$1.63M | 0.59% | 47 |
|