CAPTRUST Financial Advisors’s Zurn Elkay Water Solutions ZWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Sell |
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|
2025
Q1 | $222K | Sell |
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|
2024
Q4 | $327K | Buy |
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|
2024
Q3 | $281K | Buy |
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|
2024
Q2 | $214K | Buy |
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|
2024
Q1 | $223K | Sell |
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|
2023
Q4 | $448K | Buy |
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|
2023
Q3 | $395K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $940K | Buy |
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|
2022
Q4 | $867K | Buy |
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|
2022
Q3 | $854K | Buy |
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|
2022
Q2 | $928K | Buy |
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|
2022
Q1 | $1.2M | Buy |
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|
2021
Q4 | $60K | Sell |
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|
2021
Q3 | $73K | Sell |
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|
2021
Q2 | $69K | Buy |
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|
2021
Q1 | $44K | Buy |
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|
2020
Q4 | $11K | Hold |
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|
2020
Q3 | $9K | Hold |
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|
2020
Q2 | $8K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $8K | Sell |
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|
2019
Q2 | $17K | Sell |
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|
2019
Q1 | $17K | Sell |
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|
2018
Q4 | $25K | Hold |
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|
2018
Q3 | $33K | Hold |
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|
2018
Q2 | $31K | Buy |
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