Balasa Dinverno & Foltz’s Zimmer Biomet ZBH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $217K | Buy |
2,079
+3
| +0.1% | +$313 | 0.01% | 316 |
|
|
2022
Q2 | $218K | Sell |
2,076
-240
| -10% | -$25.2K | 0.01% | 317 |
|
|
2022
Q1 | $296K | Sell |
2,316
-90
| -4% | -$11.5K | 0.02% | 271 |
|
|
2021
Q4 | $297K | Hold |
2,406
| – | – | 0.02% | 276 |
|
|
2021
Q3 | $342K | Sell |
2,406
-3
| -0.1% | -$426 | 0.02% | 237 |
|
|
2021
Q2 | $376K | Buy |
2,409
+77
| +3% | +$12K | 0.03% | 231 |
|
|
2021
Q1 | $362K | Buy |
2,332
+3
| +0.1% | +$466 | 0.03% | 215 |
|
|
2020
Q4 | $348K | Buy |
2,329
+148
| +7% | +$22.1K | 0.03% | 207 |
|
|
2020
Q3 | $288K | Hold |
2,181
| – | – | 0.03% | 210 |
|
|
2020
Q2 | $253K | Sell |
2,181
-247
| -10% | -$28.7K | 0.03% | 194 |
|
|
2020
Q1 | $238K | Buy |
2,428
+199
| +9% | +$19.5K | 0.03% | 215 |
|
|
2019
Q4 | $324K | Buy |
2,229
+93
| +4% | +$13.5K | 0.03% | 204 |
|
|
2019
Q3 | $285K | Sell |
2,136
-93
| -4% | -$12.4K | 0.03% | 195 |
|
|
2019
Q2 | $255K | Buy |
2,229
+18
| +0.8% | +$2.06K | 0.03% | 205 |
|
|
2019
Q1 | $274K | Sell |
2,211
-29
| -1% | -$3.59K | 0.03% | 200 |
|
|
2018
Q4 | $226K | Buy |
+2,240
| New | +$226K | 0.03% | 200 |
|