Aevitas Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-208
| Closed | -$10K | – | 244 |
|
|
2019
Q1 | $10K | Hold |
208
| – | – | 0.01% | 302 |
|
|
2018
Q4 | $9K | Sell |
208
-692
| -77% | -$29.9K | 0.01% | 306 |
|
|
2018
Q3 | $38K | Buy |
900
+4
| +0.4% | +$169 | 0.03% | 222 |
|
|
2018
Q2 | $37K | Sell |
896
-604
| -40% | -$24.9K | 0.04% | 221 |
|
|
2018
Q1 | $61K | Buy |
1,500
+8
| +0.5% | +$325 | 0.06% | 167 |
|
|
2017
Q4 | $58K | Buy |
+1,492
| New | +$58K | 0.06% | 177 |
|