Northwestern Mutual Wealth Management’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
Q2 | $126K | Sell |
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|
2025
Q1 | $125K | Buy |
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|
2024
Q4 | $129K | Hold |
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|
2024
Q3 | $147K | Sell |
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|
2024
Q2 | $141K | Sell |
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|
2024
Q1 | $139K | Buy |
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|
2023
Q4 | $126K | Sell |
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|
2023
Q3 | $154K | Sell |
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|
2023
Q2 | $182K | Sell |
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|
2023
Q1 | $193K | Sell |
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|
2022
Q4 | $326K | Sell |
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|
2022
Q3 | $343K | Sell |
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|
2022
Q2 | $512K | Sell |
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|
2022
Q1 | $647K | Sell |
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|
2021
Q4 | $908K | Sell |
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|
2021
Q3 | $2.65M | Sell |
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|
2021
Q2 | $5.03M | Sell |
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|
2021
Q1 | $5.76M | Sell |
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|
2020
Q4 | $5.84M | Buy |
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|
2020
Q3 | $5.02M | Buy |
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|
2020
Q2 | $1.99M | Buy |
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|
2020
Q1 | $16K | Hold |
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|
2019
Q4 | $22K | Hold |
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|
2019
Q3 | $21K | Hold |
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|
2019
Q2 | $22K | Hold |
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|
2019
Q1 | $21K | Hold |
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|
2018
Q4 | $18K | Hold |
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|
2018
Q3 | $24K | Sell |
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|
2018
Q2 | $43K | Buy |
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|
2018
Q1 | $24K | Buy |
|