CWS
LGI

Confluence Wealth Services’s Lazard Global Total Return & Income Fund LGI Stock Holding History

Confluence Wealth Services’s Portfolio LGI Stock Details LGI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-180
Closed -$3K – 749
2021
Q4 		$3K Buy
+180
New +$3K ﹤0.01% 1114