United Capital Financial 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 |
-5,200
| Closed | -$250K | – | 1341 |
|
|
2018
Q3 | $250K | Sell |
5,200
-1,300
| -20% | -$62.5K | ﹤0.01% | 1180 |
|
|
2018
Q2 | $318K | Sell |
6,500
-316
| -5% | -$15.5K | ﹤0.01% | 1067 |
|
|
2018
Q1 | $358K | Sell |
6,816
-437
| -6% | -$23K | ﹤0.01% | 1036 |
|
|
2017
Q4 | $381K | Sell |
7,253
-23,454
| -76% | -$1.23M | ﹤0.01% | 1039 |
|
|
2017
Q3 | $1.39M | Buy |
30,707
+23,307
| +315% | +$1.05M | 0.01% | 680 |
|
|
2017
Q2 | $343K | Sell |
7,400
-300
| -4% | -$13.9K | ﹤0.01% | 1035 |
|
|
2017
Q1 | $354K | Buy |
7,700
+200
| +3% | +$9.2K | ﹤0.01% | 998 |
|
|
2016
Q4 | $308K | Buy |
+7,500
| New | +$308K | ﹤0.01% | 1044 |
|