IFP Advisors’s Zurn Elkay Water Solutions ZWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $112K | Buy |
3,058
+339
| +12% | +$12.4K | ﹤0.01% | 1567 |
|
|
2025
Q1 | $89.7K | Buy |
2,719
+172
| +7% | +$5.67K | ﹤0.01% | 1586 |
|
|
2024
Q4 | $95K | Buy |
2,547
+9
| +0.4% | +$336 | ﹤0.01% | 1491 |
|
|
2024
Q3 | $91.2K | Sell |
2,538
-9
| -0.4% | -$323 | ﹤0.01% | 1447 |
|
|
2024
Q2 | $74.9K | Buy |
2,547
+47
| +2% | +$1.38K | ﹤0.01% | 1486 |
|
|
2024
Q1 | $83.7K | Hold |
2,500
| – | – | ﹤0.01% | 1363 |
|
|
2023
Q4 | $73.5K | Sell |
2,500
-64
| -2% | -$1.88K | ﹤0.01% | 1379 |
|
|
2023
Q3 | $71.8K | Buy |
2,564
+1,064
| +71% | +$29.8K | ﹤0.01% | 1417 |
|
|
2023
Q2 | $40.3K | Buy |
1,500
+500
| +50% | +$13.4K | ﹤0.01% | 1703 |
|
|
2023
Q1 | $65K | Buy |
+1,000
| New | +$65K | ﹤0.01% | 1444 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4685 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4483 |
|
|
2021
Q1 | – | Sell |
-172
| Closed | -$3K | – | 4352 |
|
|
2020
Q4 | $3K | Hold |
172
| – | – | ﹤0.01% | 2521 |
|
|
2020
Q3 | $3K | Hold |
172
| – | – | ﹤0.01% | 2381 |
|
|
2020
Q2 | $3K | Hold |
172
| – | – | ﹤0.01% | 2286 |
|
|
2020
Q1 | $2K | Sell |
172
-119
| -41% | -$1.38K | ﹤0.01% | 2375 |
|
|
2019
Q4 | $5K | Buy |
+291
| New | +$5K | ﹤0.01% | 2197 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3701 |
|
|
2019
Q1 | – | Sell |
-77
| Closed | -$1K | – | 3478 |
|
|
2018
Q4 | $1K | Hold |
77
| – | – | ﹤0.01% | 3360 |
|
|
2018
Q3 | $1K | Hold |
77
| – | – | ﹤0.01% | 3698 |
|
|
2018
Q2 | $1K | Buy |
+77
| New | +$1K | ﹤0.01% | 3734 |
|
|
2017
Q1 | – | Sell |
-122
| Closed | -$1K | – | 4114 |
|
|
2016
Q4 | $1K | Hold |
122
| – | – | ﹤0.01% | 3834 |
|
|
2016
Q3 | $1K | Hold |
122
| – | – | ﹤0.01% | 3773 |
|
|
2016
Q2 | $1K | Buy |
+122
| New | +$1K | ﹤0.01% | 3692 |
|
|
2016
Q1 | – | Sell |
-106
| Closed | -$1K | – | 3502 |
|
|
2015
Q4 | $1K | Buy |
+106
| New | +$1K | ﹤0.01% | 3571 |
|