Clearview Wealth Advisors’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-942
| Closed | -$69.9K | – | 436 |
|
|
2023
Q2 | $69.9K | Buy |
942
+2
| +0.2% | +$148 | 0.07% | 175 |
|
|
2023
Q1 | $72.5K | Buy |
940
+2
| +0.2% | +$154 | 0.07% | 171 |
|
|
2022
Q4 | $78.4K | Buy |
938
+29
| +3% | +$2.43K | 0.06% | 136 |
|
|
2022
Q3 | $71K | Sell |
909
-37
| -4% | -$2.89K | 0.06% | 140 |
|
|
2022
Q2 | $73K | Sell |
946
-34
| -3% | -$2.62K | 0.05% | 149 |
|
|
2022
Q1 | $83K | Sell |
980
-798
| -45% | -$67.6K | 0.05% | 153 |
|
|
2021
Q4 | $166K | Sell |
1,778
-106
| -6% | -$9.9K | 0.1% | 116 |
|
|
2021
Q3 | $148K | Buy |
1,884
+1
| +0.1% | +$79 | 0.09% | 131 |
|
|
2021
Q2 | $138K | Sell |
1,883
-18
| -0.9% | -$1.32K | 0.09% | 133 |
|
|
2021
Q1 | $144K | Buy |
1,901
+1
| +0.1% | +$76 | 0.09% | 134 |
|
|
2020
Q4 | $147K | Buy |
+1,900
| New | +$147K | 0.1% | 120 |
|