9258 Wealth Management’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $665K | Hold |
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|
2024
Q2 | $557K | Sell |
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|
2024
Q1 | $567K | Sell |
|
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|
2023
Q4 | $539K | Buy |
|
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|
2023
Q3 | $502K | Buy |
|
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|
2023
Q2 | $598K | Buy |
|
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|
2023
Q1 | $619K | Sell |
|
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|
2022
Q4 | $678K | Hold |
|
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|
2022
Q3 | $636K | Sell |
|
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|
2022
Q2 | $631K | Sell |
|
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|
2022
Q1 | $758K | Sell |
|
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|
2021
Q4 | $840K | Buy |
|
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|
2021
Q3 | $633K | Buy |
|
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|
2021
Q2 | $571K | Buy |
|
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|
2021
Q1 | $560K | Buy |
|
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|
2020
Q4 | $331K | Sell |
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|
2020
Q3 | $226K | Buy |
|