BWA
BDO Wealth Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $437K | Buy |
5,895
+541
| +10% | +$40.1K | 0.05% | 185 |
|
|
2023
Q1 | $413K | Sell |
5,354
-987
| -16% | -$76.1K | 0.05% | 179 |
|
|
2022
Q4 | $530K | Buy |
6,341
+1
| +0% | +$84 | 0.07% | 171 |
|
|
2022
Q3 | $497K | Sell |
6,340
-118
| -2% | -$9.25K | 0.07% | 166 |
|
|
2022
Q2 | $500K | Sell |
6,458
-50
| -0.8% | -$3.87K | 0.06% | 174 |
|
|
2022
Q1 | $551K | Sell |
6,508
-55
| -0.8% | -$4.66K | 0.06% | 174 |
|
|
2021
Q4 | $613K | Buy |
6,563
+184
| +3% | +$17.2K | 0.06% | 167 |
|
|
2021
Q3 | $501K | Sell |
6,379
-4,004
| -39% | -$314K | 0.06% | 182 |
|
|
2021
Q2 | $761K | Buy |
10,383
+5,271
| +103% | +$386K | 0.08% | 157 |
|
|
2021
Q1 | $387K | Sell |
5,112
-75
| -1% | -$5.68K | 0.05% | 205 |
|
|
2020
Q4 | $400K | Buy |
5,187
+3,914
| +307% | +$302K | 0.06% | 164 |
|
|
2020
Q3 | $353K | Buy |
1,273
+12
| +1% | +$3.33K | 0.06% | 157 |
|
|
2020
Q2 | $303K | Buy |
1,261
+1
| +0.1% | +$240 | 0.05% | 175 |
|
|
2020
Q1 | $303K | Buy |
1,260
+274
| +28% | +$65.9K | 0.06% | 161 |
|
|
2019
Q4 | $239K | Sell |
986
-75
| -7% | -$18.2K | 0.06% | 175 |
|
|
2019
Q3 | $247K | Hold |
1,061
| – | – | 0.06% | 172 |
|
|
2019
Q2 | $217K | Sell |
1,061
-300
| -22% | -$61.4K | 0.06% | 182 |
|
|
2019
Q1 | $263K | Hold |
1,361
| – | – | 0.08% | 150 |
|
|
2018
Q4 | $237K | Sell |
1,361
-65
| -5% | -$11.3K | 0.08% | 137 |
|
|
2018
Q3 | $239K | Sell |
1,426
-127
| -8% | -$21.3K | 0.08% | 144 |
|
|
2018
Q2 | $259K | Buy |
1,553
+3
| +0.2% | +$500 | 0.09% | 133 |
|
|
2018
Q1 | $253K | Buy |
1,550
+468
| +43% | +$76.4K | 0.1% | 113 |
|
|
2017
Q4 | $169K | Buy |
1,082
+16
| +2% | +$2.5K | 0.08% | 119 |
|
|
2017
Q3 | $156K | Sell |
1,066
-402
| -27% | -$58.8K | 0.08% | 117 |
|
|
2017
Q2 | $206K | Buy |
+1,468
| New | +$206K | 0.09% | 127 |
|