Ayalon Insurance Company’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-420
| Closed | -$32K | – | 103 |
|
2023
Q1 | $32K | Sell |
420
-9,610
| -96% | -$732K | 0.01% | 89 |
|
2022
Q4 | $839K | Sell |
10,030
-3,720
| -27% | -$311K | 0.4% | 60 |
|
2022
Q3 | $1.08M | Hold |
13,750
| – | – | 0.51% | 42 |
|
2022
Q2 | $1.07M | Sell |
13,750
-1,980
| -13% | -$153K | 0.51% | 51 |
|
2022
Q1 | $1.33M | Sell |
15,730
-3,420
| -18% | -$290K | 0.45% | 60 |
|
2021
Q4 | $1.79M | Hold |
19,150
| – | – | 0.61% | 46 |
|
2021
Q3 | $1.52M | Buy |
19,150
+17,170
| +867% | +$1.36M | 0.55% | 51 |
|
2021
Q2 | $147K | Sell |
1,980
-11,300
| -85% | -$839K | 0.05% | 130 |
|
2021
Q1 | $1.01M | Hold |
13,280
| – | – | 0.39% | 63 |
|
2020
Q4 | $1.03M | Buy |
13,280
+280
| +2% | +$21.6K | 0.46% | 54 |
|
2020
Q3 | $912K | Hold |
13,000
| – | – | 0.5% | 50 |
|
2020
Q2 | $800K | Buy |
+13,000
| New | +$800K | 0.47% | 53 |
|