WFG Advisors’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-116
| Closed | -$3K | – | 1633 |
|
|
2016
Q2 | $3K | Buy |
116
+1
| +0.9% | +$26 | ﹤0.01% | 1323 |
|
|
2016
Q1 | $4K | Buy |
115
+5
| +5% | +$174 | ﹤0.01% | 1237 |
|
|
2015
Q4 | $5K | Buy |
110
+1
| +0.9% | +$45 | ﹤0.01% | 1227 |
|
|
2015
Q3 | $5K | Hold |
109
| – | – | ﹤0.01% | 1259 |
|
|
2015
Q2 | $6K | Buy |
109
+1
| +0.9% | +$55 | ﹤0.01% | 1302 |
|
|
2015
Q1 | $6K | Buy |
108
+3
| +3% | +$167 | ﹤0.01% | 1313 |
|
|
2014
Q4 | $5K | Hold |
105
| – | – | ﹤0.01% | 1624 |
|
|
2014
Q3 | $5K | Buy |
105
+1
| +1% | +$48 | ﹤0.01% | 1649 |
|
|
2014
Q2 | $5K | Buy |
104
+1
| +1% | +$48 | ﹤0.01% | 1647 |
|
|
2014
Q1 | $5K | Hold |
103
| – | – | ﹤0.01% | 1613 |
|
|
2013
Q4 | $5K | Buy |
103
+2
| +2% | +$97 | ﹤0.01% | 1751 |
|
|
2013
Q3 | $4K | Hold |
101
| – | – | ﹤0.01% | 1791 |
|
|
2013
Q2 | $3K | Buy |
+101
| New | +$3K | ﹤0.01% | 1776 |
|