James Investment Research’s La-Z-Boy LZB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-6,550
| Closed | -$201K | – | 617 |
|
2019
Q2 | $201K | Sell |
6,550
-13,455
| -67% | -$413K | 0.01% | 365 |
|
2019
Q1 | $660K | Buy |
+20,005
| New | +$660K | 0.04% | 387 |
|
2018
Q4 | – | Sell |
-65,530
| Closed | -$2.07M | – | 856 |
|
2018
Q3 | $2.07M | Buy |
+65,530
| New | +$2.07M | 0.09% | 368 |
|
2017
Q4 | – | Sell |
-50,700
| Closed | -$1.36M | – | 817 |
|
2017
Q3 | $1.36M | Buy |
+50,700
| New | +$1.36M | 0.05% | 424 |
|
2017
Q2 | – | Sell |
-65,808
| Closed | -$1.78M | – | 746 |
|
2017
Q1 | $1.78M | Buy |
+65,808
| New | +$1.78M | 0.05% | 251 |
|
2014
Q2 | – | Sell |
-45,340
| Closed | -$1.23M | – | 521 |
|
2014
Q1 | $1.23M | Sell |
45,340
-43,610
| -49% | -$1.18M | 0.04% | 212 |
|
2013
Q4 | $2.76M | Hold |
88,950
| – | – | 0.09% | 167 |
|
2013
Q3 | $2.02M | Sell |
88,950
-8,240
| -8% | -$187K | 0.08% | 169 |
|
2013
Q2 | $1.97M | Buy |
+97,190
| New | +$1.97M | 0.08% | 149 |
|