Waverly Advisors’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-197
| Closed | -$10K | – | 380 |
|
|
2015
Q1 | $10K | Hold |
197
| – | – | 0.01% | 259 |
|
|
2014
Q4 | $10K | Hold |
197
| – | – | 0.01% | 311 |
|
|
2014
Q3 | $10K | Hold |
197
| – | – | 0.01% | 479 |
|
|
2014
Q2 | $10K | Hold |
197
| – | – | ﹤0.01% | 441 |
|
|
2014
Q1 | $9K | Hold |
197
| – | – | ﹤0.01% | 445 |
|
|
2013
Q4 | $9K | Buy |
+197
| New | +$9K | ﹤0.01% | 570 |
|