Ackerman Capital Advisors’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-6,212
| Closed | -$376K | – | 162 |
|
2019
Q4 | $376K | Buy |
6,212
+20
| +0.3% | +$1.21K | 0.11% | 121 |
|
2019
Q3 | $361K | Buy |
6,192
+284
| +5% | +$16.6K | 0.12% | 93 |
|
2019
Q2 | $303 | Buy |
5,908
+20
| +0.3% | +$1 | ﹤0.01% | 134 |
|
2019
Q1 | $284 | Buy |
5,888
+28
| +0.5% | +$1 | ﹤0.01% | 132 |
|
2018
Q4 | $255 | Buy |
+5,860
| New | +$255 | 0.02% | 119 |
|
2018
Q1 | $225K | Buy |
5,764
+24
| +0.4% | +$937 | 0.09% | 75 |
|
2017
Q4 | $210K | Buy |
+5,740
| New | +$210K | 0.09% | 74 |
|