WealthPLAN Partners’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-250
| Closed | -$8K | – | 761 |
|
|
2023
Q2 | $8K | Hold |
250
| – | – | ﹤0.01% | 833 |
|
|
2023
Q1 | $8.28K | Buy |
+250
| New | +$8.28K | ﹤0.01% | 910 |
|
|
2017
Q2 | – | Sell |
-435
| Closed | -$19.4K | – | 319 |
|
|
2017
Q1 | $19.4K | Buy |
+435
| New | +$19.4K | 0.07% | 193 |
|
|
2016
Q3 | – | Sell |
-1,400
| Closed | -$20.9K | – | 1023 |
|
|
2016
Q2 | $20.9K | Buy |
+1,400
| New | +$20.9K | ﹤0.01% | 1380 |
|