Windsor Capital Management’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-672
| Closed | -$29K | – | 274 |
|
|
2015
Q3 | $29K | Buy |
+672
| New | +$29K | 0.02% | 217 |
|
|
2015
Q2 | – | Sell |
-4,902
| Closed | -$258K | – | 109 |
|
|
2015
Q1 | $258K | Sell |
4,902
-815
| -14% | -$42.9K | 0.15% | 95 |
|
|
2014
Q4 | $286K | Buy |
5,717
+535
| +10% | +$26.8K | 0.16% | 87 |
|
|
2014
Q3 | $263K | Buy |
+5,182
| New | +$263K | 0.15% | 81 |
|
|
2014
Q1 | – | Sell |
-713
| Closed | -$32K | – | 193 |
|
|
2013
Q4 | $32K | Buy |
+713
| New | +$32K | 0.02% | 211 |
|