Wealthstreet Investment Advisors’s Zimmer Biomet ZBH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-4,831
| Closed | -$751K | – | 337 |
|
|
2021
Q1 | $751K | Hold |
4,831
| – | – | 0.07% | 203 |
|
|
2020
Q4 | $723K | Hold |
4,831
| – | – | 0.07% | 199 |
|
|
2020
Q3 | $638K | Hold |
4,831
| – | – | 0.07% | 194 |
|
|
2020
Q2 | $560K | Hold |
4,831
| – | – | 0.07% | 199 |
|
|
2020
Q1 | $474K | Sell |
4,831
-618
| -11% | -$60.6K | 0.07% | 201 |
|
|
2019
Q4 | $792K | Hold |
5,449
| – | – | 0.09% | 178 |
|
|
2019
Q3 | $731K | Hold |
5,449
| – | – | 0.09% | 175 |
|
|
2019
Q2 | $623K | Hold |
5,449
| – | – | 0.08% | 195 |
|
|
2019
Q1 | $676K | Hold |
5,449
| – | – | 0.09% | 187 |
|
|
2018
Q4 | $560K | Sell |
5,449
-1,442
| -21% | -$148K | 0.08% | 196 |
|
|
2018
Q3 | $880K | Hold |
6,891
| – | – | 0.11% | 170 |
|
|
2018
Q2 | $746K | Hold |
6,891
| – | – | 0.1% | 184 |
|
|
2018
Q1 | $729K | Hold |
6,891
| – | – | 0.09% | 189 |
|
|
2017
Q4 | $807K | Buy |
+6,891
| New | +$807K | 0.1% | 179 |
|