EverSource Wealth Advisors’s Zurn Elkay Water Solutions ZWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Sell |
6,800
-2,850
| -30% | -$104K | 0.01% | 767 |
|
|
2025
Q1 | $318K | Sell |
9,650
-250
| -3% | -$8.25K | 0.02% | 503 |
|
|
2024
Q4 | $369K | Buy |
9,900
+127
| +1% | +$4.74K | 0.02% | 450 |
|
|
2024
Q3 | $351K | Buy |
9,773
+152
| +2% | +$5.46K | 0.02% | 407 |
|
|
2024
Q2 | $312K | Buy |
9,621
+61
| +0.6% | +$1.98K | 0.02% | 429 |
|
|
2024
Q1 | $299K | Buy |
9,560
+291
| +3% | +$9.1K | 0.02% | 374 |
|
|
2023
Q4 | $273K | Buy |
+9,269
| New | +$273K | 0.03% | 362 |
|