Carson Wealth (CWM LLC)
NEE.PRQ

Carson Wealth (CWM LLC)’s NextEra Energy, Inc. 6.219% Corporate Units NEE.PRQ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NEE.PRQ Stock Details NEE.PRQ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3,591
Closed -$176K – 4680
2023
Q2 		$176K Hold
3,591
– – ﹤0.01% 1304
2023
Q1 		$175K Buy
3,591
+1,266
+54% +$61.7K ﹤0.01% 1252
2022
Q4 		$117K Buy
+2,325
New +$117K ﹤0.01% 1309