Sheets Smith Wealth Management’s Zurn Elkay Water Solutions ZWS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-15,299	Closed	-$324K	–	329
2022 Q4	$324K	Buy	15,299 +2	+0%	+$47	0.05%	247
2022 Q3	$375K	Buy	15,297 +3	+0%	+$85	0.06%	222
2022 Q2	$417K	Buy	15,294 +1	+0%	+$30	0.07%	203
2022 Q1	$541K	Hold	15,293	–	–	0.07%	205
2021 Q4	$557K	Sell	15,293 -9,262	-38%	-$333K	0.07%	219
2021 Q3	$760K	Hold	24,555	–	–	0.1%	174
2021 Q2	$592K	Hold	24,555	–	–	0.08%	201
2021 Q1	$557K	Hold	24,555	–	–	0.08%	189
2020 Q4	$467K	Buy	24,555 +602	+3%	+$10.3K	0.07%	209
2020 Q3	$344K	Hold	23,953	–	–	0.06%	224
2020 Q2	$336K	Hold	23,953	–	–	0.07%	195
2020 Q1	$262K	Buy	23,953 +1,356	+6%	+$19.8K	0.05%	221
2019 Q4	$355K	Sell	22,597 -976	-4%	-$14K	0.07%	247
2019 Q3	$307K	Buy	+23,573	New	+$315K	0.06%	244
2014 Q2	–	Sell	-47,792	Closed	-$667K	–	282
2014 Q1	$667K	Buy	+47,792	New	+$654K	0.19%	148