MWAC
Mariner Wealth Advisors (Cincinnati)’s Zimmer Biomet ZBH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $642K | Sell |
4,886
-3
| -0.1% | -$383 | 0.04% | 167 |
|
|
2018
Q2 | $545K | Buy |
4,889
+184
| +4% | +$20.6K | 0.03% | 176 |
|
|
2018
Q1 | $513K | Buy |
4,705
+350
| +8% | +$38.1K | 0.03% | 185 |
|
|
2017
Q4 | $526K | Buy |
4,355
+365
| +9% | +$44.1K | 0.03% | 174 |
|
|
2017
Q3 | $467K | Sell |
3,990
-584
| -13% | -$68.3K | 0.03% | 175 |
|
|
2017
Q2 | $587K | Buy |
4,574
+633
| +16% | +$81.2K | 0.04% | 154 |
|
|
2017
Q1 | $481K | Buy |
3,941
+94
| +2% | +$11.5K | 0.03% | 168 |
|
|
2016
Q4 | $397K | Buy |
3,847
+1,045
| +37% | +$108K | 0.03% | 180 |
|
|
2016
Q3 | $364K | Buy |
2,802
+425
| +18% | +$55.2K | 0.03% | 191 |
|
|
2016
Q2 | $286K | Buy |
+2,377
| New | +$286K | 0.03% | 213 |
|
|
2016
Q1 | – | Sell |
-2,618
| Closed | -$269K | – | 254 |
|
|
2015
Q4 | $269K | Buy |
+2,618
| New | +$269K | 0.03% | 201 |
|