Beacon Financial Group’s Zimmer Biomet ZBH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-3,303
Closed -$389K 188
2017
Q1
$389K Sell
3,303
-781
-19% -$92K 0.07% 137
2016
Q4
$409K Sell
4,084
-1,424
-26% -$143K 0.08% 135
2016
Q3
$684K Sell
5,508
-482
-8% -$59.9K 0.14% 103
2016
Q2
$693K Sell
5,990
-39
-0.6% -$4.51K 0.15% 91
2016
Q1
$624K Sell
6,029
-76
-1% -$7.87K 0.13% 98
2015
Q4
$607K Buy
6,105
+1,519
+33% +$151K 0.14% 94
2015
Q3
$418K Buy
+4,586
New +$418K 0.1% 121
2013
Q4
Sell
-3,605
Closed -$288K 196
2013
Q3
$288K Buy
+3,605
New +$288K 0.06% 155