SVB Wealth’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-7,201
| Closed | -$326K | – | 1029 |
|
|
2021
Q2 | $326K | Buy |
7,201
+1,162
| +19% | +$52.6K | ﹤0.01% | 726 |
|
|
2021
Q1 | $263K | Buy |
+6,039
| New | +$263K | ﹤0.01% | 741 |
|
|
2018
Q2 | – | Sell |
-9,520
| Closed | -$501K | – | 449 |
|
|
2018
Q1 | $501K | Sell |
9,520
-4,847
| -34% | -$255K | 0.02% | 343 |
|
|
2017
Q4 | $754K | Sell |
14,367
-14,140
| -50% | -$742K | 0.03% | 300 |
|
|
2017
Q3 | $1.29M | Sell |
28,507
-1,575
| -5% | -$71.2K | 0.05% | 228 |
|
|
2017
Q2 | $1.39M | Sell |
30,082
-645
| -2% | -$29.9K | 0.05% | 220 |
|
|
2017
Q1 | $1.41M | Sell |
30,727
-1,895
| -6% | -$87.1K | 0.06% | 218 |
|
|
2016
Q4 | $1.34M | Sell |
32,622
-690
| -2% | -$28.3K | 0.06% | 221 |
|
|
2016
Q3 | $1.21M | Sell |
33,312
-404
| -1% | -$14.7K | 0.05% | 231 |
|
|
2016
Q2 | $1M | Sell |
33,716
-14,241
| -30% | -$424K | 0.04% | 254 |
|
|
2016
Q1 | $1.86M | Sell |
47,957
-7,043
| -13% | -$273K | 0.08% | 198 |
|
|
2015
Q4 | $2.48M | Buy |
55,000
+10,830
| +25% | +$488K | 0.1% | 178 |
|
|
2015
Q3 | $1.91M | Sell |
44,170
-3,305
| -7% | -$143K | 0.07% | 212 |
|
|
2015
Q2 | $2.67M | Buy |
47,475
+25
| +0.1% | +$1.41K | 0.09% | 193 |
|
|
2015
Q1 | $2.5M | Buy |
47,450
+38,285
| +418% | +$2.01M | 0.08% | 208 |
|
|
2014
Q4 | $459K | Buy |
+9,165
| New | +$459K | 0.01% | 415 |
|