Gemmer Asset Management’s La-Z-Boy LZB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-255
| Closed | -$8K | – | 1360 |
|
|
2019
Q4 | $8K | Hold |
255
| – | – | ﹤0.01% | 745 |
|
|
2019
Q3 | $9K | Hold |
255
| – | – | ﹤0.01% | 705 |
|
|
2019
Q2 | $8K | Buy |
255
+48
| +23% | +$1.51K | ﹤0.01% | 752 |
|
|
2019
Q1 | $7K | Hold |
207
| – | – | ﹤0.01% | 851 |
|
|
2018
Q4 | $6K | Sell |
207
-32
| -13% | -$928 | ﹤0.01% | 837 |
|
|
2018
Q3 | $8K | Buy |
239
+4
| +2% | +$134 | ﹤0.01% | 806 |
|
|
2018
Q2 | $7K | Buy |
235
+20
| +9% | +$596 | ﹤0.01% | 876 |
|
|
2018
Q1 | $6K | Sell |
215
-55
| -20% | -$1.54K | ﹤0.01% | 913 |
|
|
2017
Q4 | $8K | Buy |
270
+19
| +8% | +$563 | ﹤0.01% | 790 |
|
|
2017
Q3 | $7K | Buy |
251
+151
| +151% | +$4.21K | ﹤0.01% | 818 |
|
|
2017
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 1108 |
|
|
2017
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 1101 |
|
|
2016
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 1084 |
|
|
2016
Q3 | $2K | Buy |
100
+51
| +104% | +$1.02K | ﹤0.01% | 1165 |
|
|
2016
Q2 | $1K | Sell |
49
-35
| -42% | -$714 | ﹤0.01% | 1206 |
|
|
2016
Q1 | $2K | Sell |
84
-24
| -22% | -$571 | ﹤0.01% | 1088 |
|
|
2015
Q4 | $3K | Buy |
108
+36
| +50% | +$1K | ﹤0.01% | 997 |
|
|
2015
Q3 | $2K | Sell |
72
-4
| -5% | -$111 | ﹤0.01% | 1098 |
|
|
2015
Q2 | $2K | Sell |
76
-48
| -39% | -$1.26K | ﹤0.01% | 1147 |
|
|
2015
Q1 | $3K | Buy |
124
+4
| +3% | +$97 | ﹤0.01% | 1059 |
|
|
2014
Q4 | $3K | Hold |
120
| – | – | ﹤0.01% | 1039 |
|
|
2014
Q3 | $2K | Sell |
120
-60
| -33% | -$1K | ﹤0.01% | 1147 |
|
|
2014
Q2 | $4K | Hold |
180
| – | – | ﹤0.01% | 988 |
|
|
2014
Q1 | $5K | Buy |
+180
| New | +$5K | ﹤0.01% | 876 |
|