CWS
Cypress Wealth Services’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,517
| Closed | -$331K | – | 248 |
|
|
2021
Q2 | $331K | Sell |
4,517
-39
| -0.9% | -$2.86K | 0.09% | 186 |
|
|
2021
Q1 | $344K | Sell |
4,556
-812
| -15% | -$61.3K | 0.07% | 201 |
|
|
2020
Q4 | $414K | Buy |
+5,368
| New | +$414K | 0.09% | 168 |
|
|
2020
Q3 | – | Sell |
-1,332
| Closed | -$320K | – | 167 |
|
|
2020
Q2 | $320K | Buy |
+1,332
| New | +$320K | 0.08% | 196 |
|
|
2019
Q1 | – | Sell |
-2,481
| Closed | -$431K | – | 267 |
|
|
2018
Q4 | $431K | Sell |
2,481
-1,060
| -30% | -$184K | 0.17% | 119 |
|
|
2018
Q3 | $593K | Sell |
3,541
-2
| -0.1% | -$335 | 0.21% | 109 |
|
|
2018
Q2 | $592K | Buy |
+3,543
| New | +$592K | 0.22% | 106 |
|