Wealth Enhancement Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $283K | Sell |
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|
2025
Q4 | $487K | Buy |
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|
2025
Q3 | $373K | Buy |
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|
2025
Q2 | $344K | Hold |
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|
2025
Q1 | $311K | Hold |
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|
2024
Q4 | $323K | Sell |
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|
2024
Q3 | $505K | Sell |
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|
2024
Q2 | $466K | Sell |
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|
2024
Q1 | $468K | Buy |
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|
2023
Q4 | $438K | Sell |
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|
2023
Q3 | $524K | Buy |
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