Catamount Wealth Management’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $83K | Buy |
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|
2018
Q4 | $59K | Buy |
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|
2018
Q3 | $50K | Hold |
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|
2018
Q2 | $51K | Hold |
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|
2018
Q1 | $49K | Hold |
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|
2017
Q4 | $47K | Hold |
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|
2017
Q3 | $44K | Hold |
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|
2017
Q2 | $42K | Hold |
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|
2017
Q1 | $39K | Hold |
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|
2016
Q4 | $36K | Hold |
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|
2016
Q3 | $35K | Buy |
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|
2015
Q4 | – | Hold |
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|
2015
Q3 | – | Hold |
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