Catamount Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $83K | Buy |
1,720
+404
| +31% | +$19.5K | 0.05% | 69 |
|
|
2018
Q4 | $59K | Buy |
1,316
+116
| +10% | +$5.2K | 0.04% | 67 |
|
|
2018
Q3 | $50K | Hold |
1,200
| – | – | 0.02% | 83 |
|
|
2018
Q2 | $51K | Hold |
1,200
| – | – | 0.02% | 78 |
|
|
2018
Q1 | $49K | Hold |
1,200
| – | – | 0.03% | 80 |
|
|
2017
Q4 | $47K | Hold |
1,200
| – | – | 0.03% | 80 |
|
|
2017
Q3 | $44K | Hold |
1,200
| – | – | 0.03% | 82 |
|
|
2017
Q2 | $42K | Hold |
1,200
| – | – | 0.03% | 93 |
|
|
2017
Q1 | $39K | Hold |
1,200
| – | – | 0.03% | 90 |
|
|
2016
Q4 | $36K | Hold |
1,200
| – | – | 0.03% | 81 |
|
|
2016
Q3 | $35K | Buy |
+1,200
| New | +$35K | 0.03% | 78 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 148 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 189 |
|