CoreCap Advisors’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
2025
Q3
$250K Hold
2025
Q2
$242K Buy
2025
Q1
$202K Buy
2024
Q4
$115K Hold
2024
Q3
$131K Hold
2024
Q2
$120K Hold
2024
Q1
$118K Buy
2022
Q4
$16.6K Buy
2022
Q3
Sell
2022
Q2
$13K Buy