CWA
Clarus Wealth Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-3,318
| Closed | -$735K | – | 144 |
|
|
2020
Q1 | $735K | Sell |
3,318
-34
| -1% | -$7.53K | 0.73% | 33 |
|
|
2019
Q4 | $815K | Buy |
3,352
+105
| +3% | +$25.5K | 0.54% | 43 |
|
|
2019
Q3 | $757K | Sell |
3,247
-1,044
| -24% | -$243K | 0.55% | 39 |
|
|
2019
Q2 | $879K | Buy |
4,291
+727
| +20% | +$149K | 0.64% | 26 |
|
|
2019
Q1 | $689K | Buy |
3,564
+651
| +22% | +$126K | 0.52% | 27 |
|
|
2018
Q4 | $506K | Buy |
2,913
+42
| +1% | +$7.3K | 0.8% | 19 |
|
|
2018
Q3 | $481K | Buy |
2,871
+381
| +15% | +$63.8K | 0.31% | 34 |
|
|
2018
Q2 | $407K | Hold |
2,490
| – | – | 0.31% | 37 |
|
|
2018
Q1 | $407K | Buy |
2,490
+130
| +6% | +$21.2K | 0.38% | 37 |
|
|
2017
Q4 | $369K | Buy |
+2,360
| New | +$369K | 0.36% | 47 |
|