Carson Wealth (CWM LLC)’s Lazard Global Total Return & Income Fund LGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,938
| Closed | -$43K | – | 4202 |
|
|
2022
Q4 | $43K | Buy |
+2,938
| New | +$43K | ﹤0.01% | 1819 |
|
|
2022
Q3 | – | Sell |
-3,892
| Closed | -$60K | – | 4048 |
|
|
2022
Q2 | $60K | Buy |
+3,892
| New | +$60K | ﹤0.01% | 1542 |
|
|
2019
Q1 | – | Sell |
-109,375
| Closed | -$1.49M | – | 3103 |
|
|
2018
Q4 | $1.49M | Buy |
+109,375
| New | +$1.49M | 0.04% | 319 |
|