BRWA
LGI

B. Riley Wealth Advisors’s Lazard Global Total Return & Income Fund LGI Stock Holding History

B. Riley Wealth Advisors’s Portfolio LGI Stock Details LGI Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
2024
Q1 		$335K Buy
2023
Q4 		– Sell
2023
Q3 		$335K Buy
2023
Q2 		$377K Buy
2023
Q1 		$373K Buy
2022
Q4 		$353K Buy
2022
Q3 		$280K Buy
2022
Q2 		$206K Buy
2022
Q1 		$228K Buy