Transform Wealth’s Zimmer Biomet ZBH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-2,048
| Closed | -$206K | – | 188 |
|
2018
Q4 | $206K | Sell |
2,048
-257
| -11% | -$25.9K | 0.04% | 170 |
|
2018
Q3 | $294K | Sell |
2,305
-206
| -8% | -$26.3K | 0.05% | 163 |
|
2018
Q2 | $272K | Sell |
2,511
-326
| -11% | -$35.3K | 0.05% | 189 |
|
2018
Q1 | $300K | Sell |
2,837
-330
| -10% | -$34.9K | 0.06% | 200 |
|
2017
Q4 | $371K | Sell |
3,167
-9,960
| -76% | -$1.17M | 0.07% | 201 |
|
2017
Q3 | $1.49M | Buy |
+13,127
| New | +$1.49M | 0.52% | 61 |
|
2017
Q2 | – | Sell |
-12,426
| Closed | -$1.47M | – | 204 |
|
2017
Q1 | $1.47M | Buy |
12,426
+8,885
| +251% | +$1.05M | 0.55% | 53 |
|
2016
Q4 | $355K | Buy |
3,541
+515
| +17% | +$51.6K | 0.14% | 168 |
|
2016
Q3 | $382K | Sell |
3,026
-515
| -15% | -$65K | 0.16% | 161 |
|
2016
Q2 | $414K | Buy |
+3,541
| New | +$414K | 0.17% | 155 |
|