Wealth Enhancement Advisory Services’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 | $344K | Hold |
20,209
| – | – | ﹤0.01% | 2516 |
|
|
2025
Q1 | $311K | Hold |
20,209
| – | – | ﹤0.01% | 2401 |
|
|
2024
Q4 | $323K | Sell |
20,209
-7,650
| -27% | -$122K | ﹤0.01% | 2304 |
|
|
2024
Q3 | $505K | Sell |
27,859
-100
| -0.4% | -$1.81K | ﹤0.01% | 1814 |
|
|
2024
Q2 | $466K | Sell |
27,959
-671
| -2% | -$11.2K | ﹤0.01% | 1689 |
|
|
2024
Q1 | $468K | Buy |
28,630
+71
| +0.2% | +$1.16K | ﹤0.01% | 1625 |
|
|
2023
Q4 | $438K | Sell |
28,559
-9,291
| -25% | -$142K | ﹤0.01% | 1589 |
|
|
2023
Q3 | $524K | Buy |
+37,850
| New | +$524K | ﹤0.01% | 1400 |
|