IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $279K | Buy |
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|
2022
Q3 | $189K | Buy |
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|
2022
Q2 | $74K | Hold |
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|
2022
Q1 | $74K | Buy |
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|
2019
Q1 | $365K | Buy |
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|
2018
Q4 | $188K | Buy |
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|
2018
Q3 | $210K | Buy |
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|
2018
Q2 | $154K | Buy |
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|
2018
Q1 | $150K | Hold |
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|
2017
Q4 | $150K | Sell |
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|
2017
Q3 | $151K | Buy |
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|
2017
Q2 | $74K | Hold |
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|
2017
Q1 | $68K | Buy |
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|
2016
Q4 | $19K | Hold |
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|
2016
Q3 | $19K | Sell |
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|
2016
Q2 | $24K | Sell |
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|
2016
Q1 | $365K | Buy |
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|
2015
Q4 | $24K | Buy |
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