Heritage Wealth Management (Arizona)’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
2024 Q2	$341K	Sell	11,600 -1,533	-12%	-$45.1K	0.19%	104
2024 Q1	$440K	Sell	13,133 -478	-4%	-$16K	0.22%	94
2023 Q4	$400K	Buy	+13,611	New	+$400K	0.22%	98