Carson Wealth (CWM LLC)’s Zurn Elkay Water Solutions ZWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66K | Buy |
1,799
+454
| +34% | +$16.7K | ﹤0.01% | 3064 |
|
|
2025
Q1 | $44K | Sell |
1,345
-144
| -10% | -$4.71K | ﹤0.01% | 3086 |
|
|
2024
Q4 | $56K | Buy |
1,489
+214
| +17% | +$8.05K | ﹤0.01% | 2721 |
|
|
2024
Q3 | $46K | Buy |
1,275
+793
| +165% | +$28.6K | ﹤0.01% | 2758 |
|
|
2024
Q2 | $14K | Buy |
482
+351
| +268% | +$10.2K | ﹤0.01% | 3361 |
|
|
2024
Q1 | $4K | Buy |
131
+14
| +12% | +$427 | ﹤0.01% | 3802 |
|
|
2023
Q4 | $3K | Buy |
117
+10
| +9% | +$256 | ﹤0.01% | 3753 |
|
|
2023
Q3 | $3K | Hold |
107
| – | – | ﹤0.01% | 3722 |
|
|
2023
Q2 | $3K | Buy |
107
+92
| +613% | +$2.58K | ﹤0.01% | 3714 |
|
|
2023
Q1 | $0 | Buy |
+15
| New | – | ﹤0.01% | 4361 |
|
|
2022
Q4 | – | Sell |
-43
| Closed | -$1K | – | 4272 |
|
|
2022
Q3 | $1K | Sell |
43
-7
| -14% | -$163 | ﹤0.01% | 3787 |
|
|
2022
Q2 | $1K | Buy |
50
+36
| +257% | +$720 | ﹤0.01% | 3663 |
|
|
2022
Q1 | $0 | Sell |
14
-12
| -46% | – | ﹤0.01% | 3887 |
|
|
2021
Q4 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 3385 |
|
|
2021
Q2 | $3K | Hold |
104
| – | – | ﹤0.01% | 2555 |
|
|
2021
Q1 | $3K | Hold |
104
| – | – | ﹤0.01% | 2555 |
|
|
2020
Q4 | $3K | Hold |
104
| – | – | ﹤0.01% | 2555 |
|
|
2020
Q3 | $3K | Hold |
104
| – | – | ﹤0.01% | 2555 |
|
|
2020
Q2 | $3K | Hold |
104
| – | – | ﹤0.01% | 2555 |
|
|
2020
Q1 | $3K | Hold |
104
| – | – | ﹤0.01% | 2555 |
|
|
2019
Q4 | $3K | Hold |
104
| – | – | ﹤0.01% | 2555 |
|
|
2019
Q3 | $3K | Hold |
104
| – | – | ﹤0.01% | 2555 |
|
|
2019
Q2 | $3K | Hold |
104
| – | – | ﹤0.01% | 2555 |
|
|
2019
Q1 | $3K | Buy |
+104
| New | +$3K | ﹤0.01% | 2555 |
|