NIA
NIA Impact Advisors’s California Water Service CWT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Sell |
36,992
-295
| -0.8% | -$13.4K | 0.58% | 56 |
|
|
2025
Q1 | $1.81M | Buy |
37,287
+160
| +0.4% | +$7.75K | 0.67% | 56 |
|
|
2024
Q4 | $1.68M | Sell |
37,127
-423
| -1% | -$19.2K | 0.55% | 61 |
|
|
2024
Q3 | $2.04M | Buy |
37,550
+18
| +0% | +$976 | 0.68% | 50 |
|
|
2024
Q2 | $1.82M | Sell |
37,532
-1,427
| -4% | -$69.2K | 0.65% | 49 |
|
|
2024
Q1 | $1.81M | Buy |
+38,959
| New | +$1.81M | 0.72% | 49 |
|
|
2023
Q2 | $2.25M | Sell |
43,073
-940
| -2% | -$49.1K | 1.28% | 29 |
|
|
2023
Q1 | $2.56M | Sell |
44,013
-1,270
| -3% | -$73.9K | 1.38% | 31 |
|
|
2022
Q4 | $2.75M | Buy |
45,283
+2,976
| +7% | +$180K | 1.59% | 31 |
|
|
2022
Q3 | $2.23M | Sell |
42,307
-2,546
| -6% | -$134K | 1.37% | 34 |
|
|
2022
Q2 | $2.49M | Buy |
44,853
+1,527
| +4% | +$84.8K | 1.5% | 26 |
|
|
2022
Q1 | $2.57M | Buy |
43,326
+3,358
| +8% | +$199K | 1.25% | 33 |
|
|
2021
Q4 | $2.33M | Sell |
39,968
-3,108
| -7% | -$181K | 1.24% | 31 |
|
|
2021
Q3 | $2.54M | Buy |
43,076
+3,198
| +8% | +$188K | 1.08% | 38 |
|
|
2021
Q2 | $2.22M | Buy |
39,878
+1,187
| +3% | +$65.9K | 1.08% | 39 |
|
|
2021
Q1 | $2.18M | Buy |
38,691
+2,497
| +7% | +$141K | 1.18% | 38 |
|
|
2020
Q4 | $2.04M | Buy |
+36,194
| New | +$2.04M | 1.06% | 40 |
|