GPS Wealth Strategies Group’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 | $49.2K | Hold |
2,930
| – | – | 0.01% | 640 |
|
|
2025
Q1 | $45.2K | Hold |
2,930
| – | – | 0.01% | 635 |
|
|
2024
Q4 | $46.8K | Hold |
2,930
| – | – | 0.01% | 590 |
|
|
2024
Q3 | $53.2K | Hold |
2,930
| – | – | 0.01% | 560 |
|
|
2024
Q2 | $48.8K | Hold |
2,930
| – | – | 0.01% | 543 |
|
|
2024
Q1 | $47.8K | Hold |
2,930
| – | – | 0.01% | 523 |
|
|
2023
Q4 | $44.9K | Hold |
2,930
| – | – | 0.01% | 513 |
|
|
2023
Q3 | $40.6K | Hold |
2,930
| – | – | 0.01% | 528 |
|
|
2023
Q2 | $45.7K | Hold |
2,930
| – | – | 0.01% | 512 |
|
|
2023
Q1 | $45.2K | Buy |
+2,930
| New | +$45.2K | 0.01% | 502 |
|
|
2022
Q4 | – | Sell |
-2,930
| Closed | -$40K | – | 664 |
|
|
2022
Q3 | $40K | Hold |
2,930
| – | – | 0.01% | 472 |
|
|
2022
Q2 | $45K | Buy |
+2,930
| New | +$45K | 0.01% | 458 |
|