United Asset Strategies’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-41,944
| Closed | -$2.13M | – | 137 |
|
|
2014
Q3 | $2.13M | Sell |
41,944
-259
| -0.6% | -$13.1K | 0.95% | 45 |
|
|
2014
Q2 | $2.18M | Sell |
42,203
-10,956
| -21% | -$565K | 1.05% | 36 |
|
|
2014
Q1 | $2.5M | Buy |
53,159
+17,833
| +50% | +$840K | 1.42% | 24 |
|
|
2013
Q4 | $1.6M | Sell |
35,326
-682
| -2% | -$30.9K | 1.1% | 31 |
|
|
2013
Q3 | $1.3M | Sell |
36,008
-4,067
| -10% | -$146K | 0.82% | 43 |
|
|
2013
Q2 | $1.29M | Buy |
+40,075
| New | +$1.29M | 0.85% | 43 |
|