Global Retirement Partners’s Zurn Elkay Water Solutions ZWS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $101K | Buy |
+2,762
| New | +$101K | ﹤0.01% | 1431 |
|
2024
Q4 | $102K | Sell |
2,725
-569
| -17% | -$21.2K | ﹤0.01% | 1259 |
|
2024
Q3 | $118K | Sell |
3,294
-1
| -0% | -$36 | ﹤0.01% | 1157 |
|
2024
Q2 | $96.9K | Buy |
3,295
+1
| +0% | +$29 | ﹤0.01% | 1219 |
|
2024
Q1 | $110K | Hold |
3,294
| – | – | ﹤0.01% | 1035 |
|
2023
Q4 | $93.3K | Buy |
3,294
+1,517
| +85% | +$42.9K | ﹤0.01% | 1082 |
|
2023
Q3 | $48.4K | Buy |
1,777
+178
| +11% | +$4.85K | ﹤0.01% | 1290 |
|
2023
Q2 | $43K | Hold |
1,599
| – | – | ﹤0.01% | 1347 |
|
2023
Q1 | $34.4K | Buy |
1,599
+1,577
| +7,168% | +$33.9K | ﹤0.01% | 1400 |
|
2022
Q4 | $465 | Buy |
+22
| New | +$465 | ﹤0.01% | 2774 |
|
2022
Q3 | – | Sell |
-47
| Closed | -$1K | – | 3022 |
|
2022
Q2 | $1K | Hold |
47
| – | – | ﹤0.01% | 2606 |
|
2022
Q1 | $1K | Buy |
+47
| New | +$1K | ﹤0.01% | 2564 |
|
2018
Q2 | – | Sell |
-415
| Closed | -$6K | – | 1582 |
|
2018
Q1 | $6K | Buy |
+415
| New | +$6K | ﹤0.01% | 1131 |
|