CSWM
Cassady Schiller Wealth Management’s ZimVie ZIMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4
| Closed | -$71 | – | 511 |
|
|
2023
Q4 | $71 | Hold |
4
| – | – | ﹤0.01% | 433 |
|
|
2023
Q3 | $38 | Hold |
4
| – | – | ﹤0.01% | 449 |
|
|
2023
Q2 | $45 | Hold |
4
| – | – | ﹤0.01% | 466 |
|
|
2023
Q1 | $29 | Hold |
4
| – | – | ﹤0.01% | 459 |
|
|
2022
Q4 | $37 | Buy |
+4
| New | +$37 | ﹤0.01% | 470 |
|