Clear Perspective Advisors’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $386K | Sell |
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|
2021
Q3 | $335K | Sell |
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|
2021
Q2 | $367K | Buy |
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|
2021
Q1 | $290K | Sell |
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|
2020
Q4 | $472K | Buy |
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|
2020
Q3 | $3.69K | Buy |
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|
2020
Q2 | $332K | Buy |
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|
2020
Q1 | $329K | Sell |
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|
2019
Q4 | $332K | Buy |
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|
2019
Q3 | $302K | Sell |
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|
2019
Q2 | $267K | Buy |
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|
2019
Q1 | $213K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $177K | Hold |
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|
2018
Q1 | $173K | Hold |
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|
2017
Q4 | $165K | Hold |
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|
2017
Q3 | $155K | Hold |
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|
2017
Q2 | $148K | Hold |
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|
2017
Q1 | $136K | Hold |
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|
2016
Q4 | $127K | Buy |
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