Avior Wealth Management’s Zurn Elkay Water Solutions ZWS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-1,789
| Closed | -$59.9K | – | 3784 |
|
2024
Q1 | $59.9K | Buy |
+1,789
| New | +$59.9K | ﹤0.01% | 1168 |
|
2019
Q1 | – | Sell |
-12,716
| Closed | -$140K | – | 735 |
|
2018
Q4 | $140K | Hold |
12,716
| – | – | 0.03% | 381 |
|
2018
Q3 | $189K | Buy |
12,716
+1,719
| +16% | +$25.6K | 0.04% | 359 |
|
2018
Q2 | $154K | Buy |
10,997
+1,279
| +13% | +$17.9K | 0.03% | 387 |
|
2018
Q1 | $139K | Buy |
+9,718
| New | +$139K | 0.03% | 400 |
|