Aft Forsyth & Sober’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-20,500
| Closed | -$1.91M | – | 97 |
|
2021
Q4 | $1.91M | Hold |
20,500
| – | – | 0.67% | 33 |
|
2021
Q3 | $1.61M | Hold |
20,500
| – | – | 0.61% | 42 |
|
2021
Q2 | $1.5M | Hold |
20,500
| – | – | 0.57% | 35 |
|
2021
Q1 | $1.55M | Buy |
20,500
+13,700
| +201% | +$1.04M | 0.63% | 32 |
|
2020
Q4 | $525K | Buy |
+6,800
| New | +$525K | 0.41% | 32 |
|
2020
Q1 | – | Sell |
-1,800
| Closed | -$109K | – | 57 |
|
2019
Q4 | $109K | Buy |
+1,800
| New | +$109K | 0.1% | 31 |
|