Wealthspire Advisors (Maryland)’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
Q2 | – | Sell |
-536
| Closed | -$18K | – | 1370 |
|
|
2019
Q1 | $18K | Buy |
536
+12
| +2% | +$403 | ﹤0.01% | 1321 |
|
|
2018
Q4 | $15K | Sell |
524
-11
| -2% | -$315 | ﹤0.01% | 1321 |
|
|
2018
Q3 | $17K | Hold |
535
| – | – | ﹤0.01% | 1364 |
|
|
2018
Q2 | $16K | Hold |
535
| – | – | ﹤0.01% | 1396 |
|
|
2018
Q1 | $16K | Hold |
535
| – | – | ﹤0.01% | 1371 |
|
|
2017
Q4 | $17K | Buy |
535
+140
| +35% | +$4.45K | ﹤0.01% | 1376 |
|
|
2017
Q3 | $11K | Buy |
395
+70
| +22% | +$1.95K | ﹤0.01% | 1542 |
|
|
2017
Q2 | $11K | Sell |
325
-1,861
| -85% | -$63K | ﹤0.01% | 1496 |
|
|
2017
Q1 | $59K | Sell |
2,186
-310
| -12% | -$8.37K | 0.01% | 761 |
|
|
2016
Q4 | $78K | Buy |
2,496
+140
| +6% | +$4.38K | 0.01% | 657 |
|
|
2016
Q3 | $58K | Sell |
2,356
-724
| -24% | -$17.8K | 0.01% | 733 |
|
|
2016
Q2 | $86K | Buy |
3,080
+1,680
| +120% | +$46.9K | 0.01% | 566 |
|
|
2016
Q1 | $37K | Buy |
1,400
+750
| +115% | +$19.8K | 0.01% | 781 |
|
|
2015
Q4 | $16K | Buy |
+650
| New | +$16K | ﹤0.01% | 1045 |
|