GWM
Gitterman Wealth Management’s Zurn Elkay Water Solutions ZWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $112K | Sell |
3,068
-4,541
| -60% | -$166K | 0.03% | 235 |
|
|
2025
Q1 | $251K | Buy |
7,609
+137
| +2% | +$4.52K | 0.07% | 88 |
|
|
2024
Q4 | $279K | Buy |
7,472
+1,603
| +27% | +$59.8K | 0.12% | 78 |
|
|
2024
Q3 | $211K | Buy |
+5,869
| New | +$211K | 0.09% | 115 |
|
|
2023
Q4 | – | Sell |
-8,085
| Closed | -$227K | – | 113 |
|
|
2023
Q3 | $227K | Sell |
8,085
-1,313
| -14% | -$36.8K | 0.11% | 57 |
|
|
2023
Q2 | $253K | Buy |
+9,398
| New | +$253K | 0.12% | 53 |
|
|
2022
Q2 | – | Sell |
-6,212
| Closed | -$220K | – | 110 |
|
|
2022
Q1 | $220K | Buy |
+6,212
| New | +$220K | 0.18% | 80 |
|
|
2021
Q3 | – | Sell |
-4,089
| Closed | -$205K | – | 90 |
|
|
2021
Q2 | $205K | Buy |
+4,089
| New | +$205K | 0.17% | 63 |
|