SVB Wealth’s La-Z-Boy LZB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-13,957
| Closed | -$375K | – | 488 |
|
|
2017
Q3 | $375K | Sell |
13,957
-255
| -2% | -$6.85K | 0.01% | 379 |
|
|
2017
Q2 | $462K | Sell |
14,212
-65
| -0.5% | -$2.11K | 0.02% | 361 |
|
|
2017
Q1 | $385K | Sell |
14,277
-585
| -4% | -$15.8K | 0.02% | 383 |
|
|
2016
Q4 | $461K | Sell |
14,862
-735
| -5% | -$22.8K | 0.02% | 357 |
|
|
2016
Q3 | $383K | Sell |
15,597
-1,875
| -11% | -$46K | 0.02% | 379 |
|
|
2016
Q2 | $486K | Sell |
17,472
-245
| -1% | -$6.82K | 0.02% | 350 |
|
|
2016
Q1 | $474K | Sell |
17,717
-203
| -1% | -$5.43K | 0.02% | 363 |
|
|
2015
Q4 | $438K | Buy |
17,920
+1,210
| +7% | +$29.6K | 0.02% | 389 |
|
|
2015
Q3 | $444K | Buy |
16,710
+890
| +6% | +$23.6K | 0.02% | 423 |
|
|
2015
Q2 | $417K | Buy |
15,820
+90
| +0.6% | +$2.37K | 0.01% | 449 |
|
|
2015
Q1 | $442K | Sell |
15,730
-1,900
| -11% | -$53.4K | 0.01% | 431 |
|
|
2014
Q4 | $473K | Buy |
+17,630
| New | +$473K | 0.02% | 410 |
|