Confluence Wealth Management’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.7M | Sell |
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|
2020
Q2 | $1.79M | Sell |
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|
2020
Q1 | $1.8M | Buy |
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|
2019
Q4 | $1.74M | Sell |
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|
2019
Q3 | $1.7M | Sell |
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|
2019
Q2 | $1.49M | Sell |
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|
2019
Q1 | $1.43M | Buy |
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|
2018
Q4 | $1.24M | Sell |
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|
2018
Q3 | $1.25M | Buy |
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|
2018
Q2 | $1.25M | Sell |
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|
2018
Q1 | $1.26M | Sell |
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|
2017
Q4 | $1.21M | Sell |
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|
2017
Q3 | $1.17M | Sell |
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|
2017
Q2 | $1.15M | Buy |
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|
2017
Q1 | $1.01M | Sell |
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|
2016
Q4 | $1.1M | Buy |
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|
2016
Q3 | $1.13M | Buy |
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|
2016
Q2 | $1.18M | Sell |
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|
2016
Q1 | $1.28M | Buy |
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|
2015
Q4 | $690K | Buy |
|