JFS Wealth Advisors’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 | $293 | Sell |
8
-27
| -77% | -$989 | ﹤0.01% | 1761 |
|
|
2025
Q1 | $1.16K | Buy |
35
+27
| +338% | +$891 | ﹤0.01% | 1620 |
|
|
2024
Q4 | $299 | Hold |
8
| – | – | ﹤0.01% | 1824 |
|
|
2024
Q3 | $288 | Buy |
8
+2
| +33% | +$72 | ﹤0.01% | 1847 |
|
|
2024
Q2 | $177 | Hold |
6
| – | – | ﹤0.01% | 1901 |
|
|
2024
Q1 | $201 | Sell |
6
-3
| -33% | -$101 | ﹤0.01% | 1894 |
|
|
2023
Q4 | $265 | Hold |
9
| – | – | ﹤0.01% | 1874 |
|
|
2023
Q3 | $253 | Hold |
9
| – | – | ﹤0.01% | 1834 |
|
|
2023
Q2 | $243 | Sell |
9
-20
| -69% | -$540 | ﹤0.01% | 1856 |
|
|
2023
Q1 | $620 | Sell |
29
-38
| -57% | -$812 | ﹤0.01% | 1687 |
|
|
2022
Q4 | $1.42K | Buy |
67
+53
| +379% | +$1.12K | ﹤0.01% | 1504 |
|
|
2022
Q3 | $0 | Hold |
14
| – | – | ﹤0.01% | 1955 |
|
|
2022
Q2 | $0 | Sell |
14
-143
| -91% | – | ﹤0.01% | 1964 |
|
|
2022
Q1 | $6K | Buy |
157
+88
| +128% | +$3.36K | ﹤0.01% | 1007 |
|
|
2021
Q4 | $3K | Buy |
+69
| New | +$3K | ﹤0.01% | 1007 |
|