CWA
Constellation Wealth Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-4,726
| Closed | -$452K | – | 207 |
|
|
2014
Q1 | $452K | Buy |
4,726
+320
| +7% | +$30.6K | 0.04% | 149 |
|
|
2013
Q4 | $378K | Sell |
4,406
-111
| -2% | -$9.52K | 0.04% | 165 |
|
|
2013
Q3 | $362K | Sell |
4,517
-895
| -17% | -$71.7K | 0.04% | 159 |
|
|
2013
Q2 | $441K | Buy |
+5,412
| New | +$441K | 0.05% | 145 |
|