Steph & Co’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-6,255
| Closed | -$132K | – | 249 |
|
2022
Q4 | $132K | Sell |
6,255
-29
| -0.5% | -$612 | 0.08% | 125 |
|
2022
Q3 | $154K | Buy |
+6,284
| New | +$154K | 0.11% | 107 |
|
2021
Q4 | – | Sell |
-10,332
| Closed | -$320K | – | 304 |
|
2021
Q3 | $320K | Hold |
10,332
| – | – | 0.2% | 60 |
|
2021
Q2 | $249K | Hold |
10,332
| – | – | 0.16% | 82 |
|
2021
Q1 | $234K | Buy |
10,332
+3,624
| +54% | +$82.1K | 0.16% | 83 |
|
2020
Q4 | $128K | Sell |
6,708
-18
| -0.3% | -$343 | 0.1% | 127 |
|
2020
Q3 | $97K | Buy |
+6,726
| New | +$97K | 0.09% | 125 |
|