BSAM
Blue Square Asset Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-17,584
| Closed | -$1.33M | – | 86 |
|
|
2021
Q1 | $1.33M | Buy |
17,584
+803
| +5% | +$60.7K | 0.85% | 35 |
|
|
2020
Q4 | $1.3M | Buy |
16,781
+11,244
| +203% | +$868K | 0.86% | 32 |
|
|
2020
Q3 | $384K | Buy |
5,537
+1,002
| +22% | +$69.5K | 0.27% | 64 |
|
|
2020
Q2 | $1.09M | Sell |
4,535
-997
| -18% | -$239K | 0.75% | 34 |
|
|
2020
Q1 | $1.33M | Buy |
+5,532
| New | +$1.33M | 1.23% | 25 |
|