ERTS Wealth Advisors’s Zimmer Biomet ZBH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,428
| Closed | -$208K | – | 91 |
|
|
2023
Q2 | $208K | Buy |
+1,428
| New | +$208K | 0.05% | 87 |
|
|
2021
Q3 | – | Sell |
-1,348
| Closed | -$211K | – | 92 |
|
|
2021
Q2 | $211K | Hold |
1,348
| – | – | 0.06% | 84 |
|
|
2021
Q1 | $210K | Hold |
1,348
| – | – | 0.06% | 84 |
|
|
2020
Q4 | $202K | Buy |
+1,348
| New | +$202K | 0.07% | 77 |
|
|
2020
Q3 | – | Sell |
-1,863
| Closed | -$216K | – | 77 |
|
|
2020
Q2 | $216K | Buy |
+1,863
| New | +$216K | 0.09% | 73 |
|
|
2020
Q1 | – | Sell |
-1,863
| Closed | -$271K | – | 98 |
|
|
2019
Q4 | $271K | Hold |
1,863
| – | – | 0.12% | 72 |
|
|
2019
Q3 | $248K | Hold |
1,863
| – | – | 0.13% | 72 |
|
|
2019
Q2 | $213K | Hold |
1,863
| – | – | 0.12% | 79 |
|
|
2019
Q1 | $231K | Sell |
1,863
-618
| -25% | -$76.6K | 0.14% | 76 |
|
|
2018
Q4 | $250K | Buy |
+2,481
| New | +$250K | 0.18% | 63 |
|