Dorchester Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-7,800
| Closed | -$239K | – | 108 |
|
|
2016
Q3 | $239K | Sell |
7,800
-800
| -9% | -$24.5K | 0.09% | 94 |
|
|
2016
Q2 | $280K | Hold |
8,600
| – | – | 0.1% | 94 |
|
|
2016
Q1 | $254K | Hold |
8,600
| – | – | 0.1% | 96 |
|
|
2015
Q4 | $223K | Hold |
8,600
| – | – | 0.09% | 101 |
|
|
2015
Q3 | $280K | Hold |
8,600
| – | – | 0.1% | 97 |
|
|
2015
Q2 | $263K | Buy |
+8,600
| New | +$263K | 0.09% | 107 |
|