Berman Capital Advisors’s La-Z-Boy LZB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $33K | Buy |
1,035
+206
| +25% | +$6.57K | 0.01% | 831 |
|
|
2021
Q2 | $30K | Buy |
829
+85
| +11% | +$3.08K | ﹤0.01% | 769 |
|
|
2021
Q1 | $31K | Buy |
744
+520
| +232% | +$21.7K | 0.01% | 645 |
|
|
2020
Q4 | $8K | Hold |
224
| – | – | ﹤0.01% | 1003 |
|
|
2020
Q3 | $7K | Buy |
224
+10
| +5% | +$313 | ﹤0.01% | 924 |
|
|
2020
Q2 | $5K | Buy |
214
+156
| +269% | +$3.65K | ﹤0.01% | 980 |
|
|
2020
Q1 | $1K | Buy |
+58
| New | +$1K | ﹤0.01% | 1325 |
|