Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-504
| Closed | -$6K | – | 2146 |
|
|
2019
Q1 | $6K | Sell |
504
-61
| -11% | -$726 | ﹤0.01% | 1780 |
|
|
2018
Q4 | $6K | Sell |
565
-41
| -7% | -$435 | ﹤0.01% | 1684 |
|
|
2018
Q3 | $9K | Hold |
606
| – | – | ﹤0.01% | 1577 |
|
|
2018
Q2 | $8K | Sell |
606
-415
| -41% | -$5.48K | ﹤0.01% | 1633 |
|
|
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% | -$18.5K | ﹤0.01% | 1483 |
|
|
2017
Q2 | $28K | Hold |
2,475
| – | – | ﹤0.01% | 1152 |
|
|
2017
Q1 | $28K | Buy |
2,475
+110
| +5% | +$1.24K | ﹤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% | -$70.1K | ﹤0.01% | 934 |
|
|
2015
Q4 | $84K | Buy |
+9,575
| New | +$84K | 0.02% | 570 |
|