Waverly Advisors’s Zimmer Biomet ZBH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-155
| Closed | -$14K | – | 398 |
|
|
2015
Q3 | $14K | Hold |
155
| – | – | 0.01% | 326 |
|
|
2015
Q2 | $16K | Hold |
155
| – | – | 0.01% | 232 |
|
|
2015
Q1 | $18K | Buy |
+155
| New | +$18K | 0.01% | 205 |
|
|
2014
Q4 | – | Sell |
-129
| Closed | -$13K | – | 688 |
|
|
2014
Q3 | $13K | Hold |
129
| – | – | 0.01% | 421 |
|
|
2014
Q2 | $13K | Hold |
129
| – | – | 0.01% | 400 |
|
|
2014
Q1 | $12K | Sell |
129
-327
| -72% | -$30.4K | 0.01% | 394 |
|
|
2013
Q4 | $41K | Buy |
456
+128
| +39% | +$11.5K | 0.01% | 357 |
|
|
2013
Q3 | $26K | Buy |
+328
| New | +$26K | 0.01% | 328 |
|