Circle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,876
| Closed | -$299K | – | 198 |
|
|
2020
Q4 | $299K | Hold |
3,876
| – | – | 0.04% | 193 |
|
|
2020
Q3 | $269K | Hold |
3,876
| – | – | 0.04% | 170 |
|
|
2020
Q2 | $233K | Sell |
3,876
-336
| -8% | -$20.2K | 0.04% | 173 |
|
|
2020
Q1 | $253K | Buy |
4,212
+52
| +1% | +$3.12K | 0.05% | 159 |
|
|
2019
Q4 | $252K | Buy |
+4,160
| New | +$252K | 0.04% | 153 |
|