Diversified Trust’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
Q1
Sell
-8,314
Closed -$331K 815
2020
Q4
$331K Sell
8,314
-4,292
-34% -$171K 0.01% 476
2020
Q3
$399K Buy
12,606
+2,250
+22% +$71.2K 0.02% 360
2020
Q2
$280K Buy
+10,356
New +$280K 0.01% 415