CWP
CFM Wealth Partners’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,620
| Closed | -$222K | – | 177 |
|
|
2022
Q1 | $222K | Hold |
2,620
| – | – | 0.05% | 176 |
|
|
2021
Q4 | $240K | Hold |
2,620
| – | – | 0.05% | 162 |
|
|
2021
Q3 | $205K | Buy |
+2,620
| New | +$205K | 0.05% | 181 |
|
|
2021
Q1 | – | Sell |
-2,620
| Closed | -$202K | – | 172 |
|
|
2020
Q4 | $202K | Buy |
+2,620
| New | +$202K | 0.06% | 158 |
|
|
2020
Q3 | – | Sell |
-675
| Closed | -$162K | – | 355 |
|
|
2020
Q2 | $162K | Sell |
675
-60
| -8% | -$14.4K | 0.06% | 165 |
|
|
2020
Q1 | $177K | Sell |
735
-15
| -2% | -$3.61K | 0.08% | 139 |
|
|
2019
Q4 | $189K | Buy |
+750
| New | +$189K | 0.07% | 151 |
|