Whitener Capital Management’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,500
| Closed | -$239K | – | 148 |
|
|
2021
Q4 | $239K | Hold |
5,500
| – | – | 0.09% | 130 |
|
|
2021
Q3 | $232K | Hold |
5,500
| – | – | 0.11% | 122 |
|
|
2021
Q2 | $248K | Hold |
5,500
| – | – | 0.1% | 126 |
|
|
2021
Q1 | $239K | Hold |
5,500
| – | – | 0.1% | 123 |
|
|
2020
Q4 | $232K | Buy |
+5,500
| New | +$232K | 0.11% | 123 |
|
|
2020
Q1 | – | Sell |
-5,650
| Closed | -$225K | – | 126 |
|
|
2019
Q4 | $225K | Buy |
+5,650
| New | +$225K | 0.12% | 128 |
|