Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-504	Closed	-$6K	–	2148
2019 Q1	$6K	Sell	504 -61	-11%	-$759	﹤0.01%	1780
2018 Q4	$6K	Sell	565 -41	-7%	-$532	﹤0.01%	1685
2018 Q3	$9K	Hold	606	–	–	﹤0.01%	1579
2018 Q2	$8K	Sell	606 -415	-41%	-$5.87K	﹤0.01%	1635
2018 Q1	$15K	Hold	1,021	–	–	﹤0.01%	1414
2017 Q4	$13K	Hold	1,021	–	–	﹤0.01%	1497
2017 Q3	$13K	Sell	1,021 -1,454	-59%	-$16.9K	﹤0.01%	1483
2017 Q2	$28K	Hold	2,475	–	–	﹤0.01%	1152
2017 Q1	$28K	Buy	2,475 +110	+5%	+$1.19K	﹤0.01%	973
2016 Q4	$22K	Hold	2,365	–	–	﹤0.01%	998
2016 Q3	$24K	Hold	2,365	–	–	﹤0.01%	1008
2016 Q2	$22K	Hold	2,365	–	–	﹤0.01%	976
2016 Q1	$23K	Sell	2,365 -7,210	-75%	-$61.2K	﹤0.01%	934
2015 Q4	$84K	Buy	+9,575	New	+$86.5K	0.02%	570