CWA
Canvas Wealth Advisors’s Zimmer Biomet ZBH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,156
| Closed | -$445K | – | 132 |
|
|
2023
Q2 | $445K | Sell |
3,156
-1,593
| -34% | -$224K | 0.17% | 74 |
|
|
2023
Q1 | $657K | Buy |
+4,749
| New | +$657K | 0.28% | 59 |
|
|
2022
Q3 | – | Sell |
-3,859
| Closed | -$405K | – | 140 |
|
|
2022
Q2 | $405K | Sell |
3,859
-9,752
| -72% | -$1.02M | 0.16% | 85 |
|
|
2022
Q1 | $1.64M | Buy |
13,611
+2,203
| +19% | +$266K | 0.6% | 44 |
|
|
2021
Q4 | $1.45M | Buy |
11,408
+2,580
| +29% | +$328K | 0.52% | 48 |
|
|
2021
Q3 | $1.29M | Buy |
8,828
+3,588
| +68% | +$525K | 0.53% | 45 |
|
|
2021
Q2 | $843K | Buy |
+5,240
| New | +$843K | 0.38% | 57 |
|