Assured Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-37,484
| Closed | -$1.57M | – | 1241 |
|
|
2018
Q3 | $1.57M | Buy |
+37,484
| New | +$1.57M | 0.03% | 442 |
|
|
2016
Q4 | – | Sell |
-28,872
| Closed | -$883K | – | 617 |
|
|
2016
Q3 | $883K | Buy |
+28,872
| New | +$883K | 0.02% | 298 |
|
|
2016
Q1 | – | Sell |
-5,028
| Closed | -$131K | – | 651 |
|
|
2015
Q4 | $131K | Buy |
5,028
+1,900
| +61% | +$49.5K | ﹤0.01% | 481 |
|
|
2015
Q3 | $76K | Buy |
+3,128
| New | +$76K | ﹤0.01% | 538 |
|