Capital Planning Advisors’s Zimmer Biomet ZBH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q3
Sell
-5,137
Closed -$545K 110
2015
Q2
$545K Buy
5,137
+103
+2% +$10.9K 0.32% 60
2015
Q1
$574K Hold
5,034
0.4% 46
2014
Q4
$554K Buy
+5,034
New +$554K 0.48% 45