Allworth Financial’s Lazard Global Total Return & Income Fund LGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.6K | Buy |
+2,000
| New | +$33.6K | ﹤0.01% | 2185 |
|
|
2020
Q2 | – | Sell |
-214
| Closed | -$3K | – | 1293 |
|
|
2020
Q1 | $3K | Buy |
214
+5
| +2% | +$70 | ﹤0.01% | 986 |
|
|
2019
Q4 | $3K | Buy |
209
+3
| +1% | +$43 | ﹤0.01% | 852 |
|
|
2019
Q3 | $3K | Buy |
206
+4
| +2% | +$58 | ﹤0.01% | 763 |
|
|
2019
Q2 | $3K | Buy |
202
+2
| +1% | +$30 | ﹤0.01% | 757 |
|
|
2019
Q1 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 767 |
|