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NFSG
Newbridge Financial Services Group’s
State Street SPDR Dow Jones REIT ETF
RWR
Stock Holding History
Newbridge Financial Services Group’s Portfolio
RWR Stock Details
RWR Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
–
Sell
-37
Closed
-$3.54K
–
1274
2023
Q4
$3.54K
Hold
37
–
–
﹤0.01%
903
2023
Q3
$3.04K
Buy
37
+1
+3%
+$90
﹤0.01%
1029
2023
Q2
$3.28K
Hold
36
–
–
﹤0.01%
1076
2023
Q1
$3.19K
Hold
36
–
–
﹤0.01%
1136
2022
Q4
$3.11K
Buy
36
+1
+3%
+$88
﹤0.01%
1147
2022
Q3
$3K
Hold
35
–
–
﹤0.01%
1148
2022
Q2
$3K
Sell
35
-84
-71%
-$8.89K
﹤0.01%
1130
2022
Q1
$14K
Hold
119
–
–
0.01%
840
2021
Q4
$15K
Buy
119
+1
+0.8%
+$115
0.01%
817
2021
Q3
$12K
Buy
118
+1
+0.9%
+$110
0.01%
832
2021
Q2
$12K
Sell
117
-2
-2%
-$205
0.01%
939
2021
Q1
$11K
Buy
119
+1
+0.8%
+$91
0.01%
876
2020
Q4
$10K
Buy
118
+5
+4%
+$418
0.01%
733
2020
Q3
$9K
Buy
+113
New
+$8.99K
0.01%
708
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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$1.37T AUM
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1-Year Est. Return
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$5.72T AUM
30.48%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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