Wealthspire Advisors (Maryland)’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-200
| Closed | -$11K | – | 2519 |
|
|
2018
Q1 | $11K | Hold |
200
| – | – | ﹤0.01% | 1528 |
|
|
2017
Q4 | $11K | Buy |
+200
| New | +$11K | ﹤0.01% | 1551 |
|
|
2017
Q1 | – | Sell |
-123
| Closed | -$5K | – | 1984 |
|
|
2016
Q4 | $5K | Buy |
+123
| New | +$5K | ﹤0.01% | 1383 |
|
|
2016
Q2 | – | Sell |
-1,500
| Closed | -$58K | – | 1765 |
|
|
2016
Q1 | $58K | Sell |
1,500
-1,500
| -50% | -$58K | 0.01% | 666 |
|
|
2015
Q4 | $135K | Buy |
+3,000
| New | +$135K | 0.03% | 457 |
|