NFSG
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Newbridge Financial Services Group’s California Water Service CWT Stock Holding History

Newbridge Financial Services Group’s Portfolio CWT Stock Details CWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-12
Closed -$698 – 1367
2023
Q1 		$698 Hold
12
– – ﹤0.01% 1302
2022
Q4 		$728 Hold
12
– – ﹤0.01% 1328
2022
Q3 		$1K Buy
+12
New +$704 ﹤0.01% 1284
2022
Q2 		– Sell
-49
Closed -$3K – 1387
2022
Q1 		$3K Buy
49
+9
+23% +$542 ﹤0.01% 1187
2021
Q4 		$3K Sell
40
-36
-47% -$2.31K ﹤0.01% 1148
2021
Q3 		$4K Sell
76
-9
-11% -$554 ﹤0.01% 1046
2021
Q2 		$5K Hold
85
– – ﹤0.01% 1117
2021
Q1 		$5K Hold
85
– – ﹤0.01% 1016
2020
Q4 		$5K Sell
85
-37
-30% -$1.82K ﹤0.01% 839
2020
Q3 		$5K Buy
+122
New +$5.68K ﹤0.01% 796

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