LGWM
Litman Gregory Wealth Management’s Zimmer Biomet ZBH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-16
| Closed | -$2K | – | 266 |
|
2019
Q3 | $2K | Sell |
16
-16
| -50% | -$2K | ﹤0.01% | 191 |
|
2019
Q2 | $4K | Buy |
+32
| New | +$4K | ﹤0.01% | 190 |
|
2018
Q2 | – | Sell |
-300
| Closed | -$33K | – | 167 |
|
2018
Q1 | $33K | Hold |
300
| – | – | 0.01% | 114 |
|
2017
Q4 | $36 | Hold |
300
| – | – | 0.01% | 59 |
|
2017
Q3 | $35K | Hold |
300
| – | – | 0.02% | 58 |
|
2017
Q2 | $39K | Hold |
300
| – | – | 0.02% | 38 |
|
2017
Q1 | $37K | Hold |
300
| – | – | 0.02% | 42 |
|
2016
Q4 | $31K | Hold |
300
| – | – | 0.02% | 38 |
|
2016
Q3 | $39K | Hold |
300
| – | – | 0.03% | 32 |
|
2016
Q2 | $36K | Hold |
300
| – | – | 0.03% | 30 |
|
2016
Q1 | $32K | Buy |
+300
| New | +$32K | 0.03% | 35 |
|