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