9258 Wealth Management’s Lazard Global Total Return & Income Fund LGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $256K | Sell |
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|
2024
Q2 | $236K | Sell |
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|
2024
Q1 | $239K | Sell |
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|
2023
Q4 | $226K | Sell |
|
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|
2023
Q3 | $209K | Buy |
|
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|
2023
Q2 | $234K | Buy |
|
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|
2023
Q1 | $230K | Sell |
|
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|
2022
Q4 | $229K | Sell |
|
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|
2022
Q3 | $243K | Sell |
|
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|
2022
Q2 | $314K | Sell |
|
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|
2022
Q1 | $374K | Sell |
|
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|
2021
Q4 | $428K | Buy |
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|
2021
Q3 | $386K | Buy |
|
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|
2021
Q2 | $401K | Buy |
|
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|
2021
Q1 | $369K | Sell |
|
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|
2020
Q4 | $365K | Sell |
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|
2020
Q3 | $348K | Sell |
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|
2020
Q2 | $388K | Sell |
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|
2020
Q1 | $361K | Sell |
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|
2019
Q4 | $488K | Sell |
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|
2019
Q3 | $476K | Buy |
|
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|
2019
Q2 | $491K | Sell |
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|
2019
Q1 | $520K | Sell |
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|
2018
Q4 | $464K | Buy |
|