Summit Trail Advisors’s Lazard LAZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-1,987
Closed -$97K 374
2018
Q2
$97K Buy
+1,987
New +$97K 0.03% 218
2018
Q1
Sell
-2,347
Closed -$132K 1114
2017
Q4
$132K Buy
+2,347
New +$132K 0.02% 553