ARS Wealth Advisors’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $653K | Buy |
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|
2021
Q1 | $673K | Sell |
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|
2020
Q4 | $705K | Buy |
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|
2020
Q3 | $605K | Buy |
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|
2020
Q2 | $511K | Buy |
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|
2020
Q1 | $510K | Sell |
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|
2019
Q4 | $542K | Sell |
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|
2019
Q3 | $533K | Sell |
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|
2019
Q2 | $473K | Buy |
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|
2019
Q1 | $355K | Buy |
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|
2018
Q4 | $309K | Buy |
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|
2018
Q3 | $298K | Sell |
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|
2018
Q2 | $320K | Sell |
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|
2018
Q1 | $776K | Buy |
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|
2017
Q4 | $462K | Sell |
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|
2017
Q3 | $434K | Buy |
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|
2017
Q2 | $407K | Hold |
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|
2017
Q1 | $373K | Buy |
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