Engrave Wealth Partners’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $374K | Buy |
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|
2023
Q3 | $342K | Buy |
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|
2023
Q2 | $429K | Sell |
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|
2023
Q1 | $456K | Sell |
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|
2022
Q4 | $495K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $207K | Sell |
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|
2021
Q3 | $582K | Hold |
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|
2021
Q2 | $543K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $184K | Sell |
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|
2020
Q1 | $216K | Sell |
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|
2019
Q4 | $235K | Buy |
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