Rowland Carmichael Advisors’s Zimmer Biomet ZBH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $257K | Hold |
1,718
| – | – | 0.08% | 257 |
|
|
2020
Q3 | $227K | Buy |
+1,718
| New | +$227K | 0.09% | 248 |
|
|
2020
Q1 | – | Sell |
-1,853
| Closed | -$269K | – | 370 |
|
|
2019
Q4 | $269K | Hold |
1,853
| – | – | 0.09% | 248 |
|
|
2019
Q3 | $247K | Buy |
+1,853
| New | +$247K | 0.08% | 247 |
|
|
2019
Q2 | – | Sell |
-1,700
| Closed | -$211K | – | 351 |
|
|
2019
Q1 | $211K | Buy |
+1,700
| New | +$211K | 0.08% | 247 |
|
|
2018
Q4 | – | Sell |
-2,276
| Closed | -$291K | – | 371 |
|
|
2018
Q3 | $291K | Hold |
2,276
| – | – | 0.11% | 198 |
|
|
2018
Q2 | $246K | Hold |
2,276
| – | – | 0.1% | 232 |
|
|
2018
Q1 | $241K | Hold |
2,276
| – | – | 0.13% | 213 |
|
|
2017
Q4 | $267K | Hold |
2,276
| – | – | 0.14% | 198 |
|
|
2017
Q3 | $259K | Hold |
2,276
| – | – | 0.14% | 193 |
|
|
2017
Q2 | $284K | Hold |
2,276
| – | – | 0.16% | 171 |
|
|
2017
Q1 | $270K | Hold |
2,276
| – | – | 0.16% | 167 |
|
|
2016
Q4 | $228K | Hold |
2,276
| – | – | 0.13% | 210 |
|
|
2016
Q3 | $287K | Hold |
2,276
| – | – | 0.18% | 163 |
|
|
2016
Q2 | $266K | Buy |
+2,276
| New | +$266K | 0.17% | 177 |
|