Heritage Wealth Management (Arizona)’s La-Z-Boy LZB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $326K | Buy |
14,265
+7,862
| +123% | +$179K | 0.05% | 281 |
|
|
2022
Q3 | $145K | Buy |
6,403
+215
| +3% | +$4.87K | 0.05% | 285 |
|
|
2022
Q2 | $147K | Buy |
6,188
+557
| +10% | +$13.2K | 0.05% | 290 |
|
|
2022
Q1 | $148K | Buy |
+5,631
| New | +$148K | 0.04% | 320 |
|
|
2021
Q3 | $96K | Buy |
2,985
+610
| +26% | +$19.6K | 0.03% | 350 |
|
|
2021
Q2 | $88K | Buy |
2,375
+894
| +60% | +$33.1K | 0.03% | 359 |
|
|
2021
Q1 | $63K | Buy |
+1,481
| New | +$63K | 0.04% | 329 |
|