Burt Wealth Advisors’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,200
| Closed | -$93K | – | 261 |
|
|
2020
Q4 | $93K | Hold |
1,200
| – | – | 0.03% | 138 |
|
|
2020
Q3 | $83K | Hold |
1,200
| – | – | 0.03% | 138 |
|
|
2020
Q2 | $72K | Buy |
1,200
+24
| +2% | +$1.44K | 0.03% | 150 |
|
|
2020
Q1 | $71K | Hold |
1,176
| – | – | 0.03% | 137 |
|
|
2019
Q4 | $71K | Hold |
1,176
| – | – | 0.03% | 151 |
|
|
2019
Q3 | $69K | Hold |
1,176
| – | – | 0.03% | 151 |
|
|
2019
Q2 | $60K | Hold |
1,176
| – | – | 0.03% | 156 |
|
|
2019
Q1 | $57K | Hold |
1,176
| – | – | 0.03% | 169 |
|
|
2018
Q4 | $51K | Hold |
1,176
| – | – | 0.02% | 176 |
|
|
2018
Q3 | $49K | Hold |
1,176
| – | – | 0.02% | 180 |
|
|
2018
Q2 | $49K | Hold |
1,176
| – | – | 0.02% | 178 |
|
|
2018
Q1 | $48K | Hold |
1,176
| – | – | 0.02% | 185 |
|
|
2017
Q4 | $46K | Sell |
1,176
-232
| -16% | -$9.08K | 0.03% | 190 |
|
|
2017
Q3 | $52K | Hold |
1,408
| – | – | 0.03% | 175 |
|
|
2017
Q2 | $49K | Hold |
1,408
| – | – | 0.03% | 184 |
|
|
2017
Q1 | $45K | Hold |
1,408
| – | – | 0.03% | 175 |
|
|
2016
Q4 | $42K | Hold |
1,408
| – | – | 0.04% | 180 |
|
|
2016
Q3 | $43K | Hold |
1,408
| – | – | 0.05% | 170 |
|
|
2016
Q2 | $45K | Sell |
1,408
-140
| -9% | -$4.47K | 0.05% | 160 |
|
|
2016
Q1 | $46K | Buy |
1,548
+60
| +4% | +$1.78K | 0.04% | 177 |
|
|
2015
Q4 | $38K | Sell |
1,488
-532
| -26% | -$13.6K | 0.03% | 162 |
|
|
2015
Q3 | $49K | Buy |
2,020
+800
| +66% | +$19.4K | 0.06% | 137 |
|
|
2015
Q2 | $30K | Hold |
1,220
| – | – | 0.03% | 173 |
|
|
2015
Q1 | $21K | Hold |
1,220
| – | – | 0.02% | 189 |
|
|
2014
Q4 | $32K | Buy |
+1,220
| New | +$32K | 0.03% | 160 |
|