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Capital Asset Advisory Services’s Zurn Elkay Water Solutions ZWS Stock Holding History

Capital Asset Advisory Services’s Portfolio ZWS Stock Details ZWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-957
Closed -$18K – 1536
2020
Q4 		$18K Buy
+957
New +$16.4K ﹤0.01% 913

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Capital Asset Advisory Services's ZWS Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Zurn Elkay Water Solutions (ZWS) in Q1 2021, closing a stake of 957 shares — an estimated $18K sold.

Capital Asset Advisory Services first reported a position in ZWS in Q4 2020 and held it in 1 quarter. The position peaked at $18K in Q4 2020. 248 funds tracked by Wall St. Rank hold ZWS as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Zurn Elkay Water Solutions position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 957 Zurn Elkay Water Solutions shares in Q1 2021, an estimated $18K.
  • Capital Asset Advisory Services first reported a position in Zurn Elkay Water Solutions in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Zurn Elkay Water Solutions position peaked at $18K in Q4 2020.
  • 248 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.