BWA
Burt Wealth Advisors’s Zimmer Biomet ZBH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-10
| Closed | -$1K | – | 400 |
|
2017
Q4 | $1K | Sell |
10
-36
| -78% | -$3.6K | ﹤0.01% | 361 |
|
2017
Q3 | $5K | Sell |
46
-80
| -63% | -$8.7K | ﹤0.01% | 302 |
|
2017
Q2 | $16K | Buy |
126
+80
| +174% | +$10.2K | 0.01% | 266 |
|
2017
Q1 | $6K | Hold |
46
| – | – | ﹤0.01% | 294 |
|
2016
Q4 | $5K | Hold |
46
| – | – | ﹤0.01% | 324 |
|
2016
Q3 | $5K | Hold |
46
| – | – | 0.01% | 320 |
|
2016
Q2 | $5K | Hold |
46
| – | – | 0.01% | 322 |
|
2016
Q1 | $5K | Sell |
46
-58
| -56% | -$6.3K | ﹤0.01% | 385 |
|
2015
Q4 | $10K | Buy |
104
+58
| +126% | +$5.58K | 0.01% | 277 |
|
2015
Q3 | $4K | Hold |
46
| – | – | 0.01% | 325 |
|
2015
Q2 | $5K | Hold |
46
| – | – | 0.01% | 318 |
|
2015
Q1 | $5K | Hold |
46
| – | – | 0.01% | 291 |
|
2014
Q4 | $5K | Buy |
+46
| New | +$5K | 0.01% | 278 |
|