Evolution Wealth Advisors’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,568
| Closed | -$123K | – | 463 |
|
|
2021
Q3 | $123K | Buy |
1,568
+538
| +52% | +$42.2K | 0.03% | 140 |
|
|
2021
Q2 | $75K | Sell |
1,030
-85
| -8% | -$6.19K | 0.02% | 182 |
|
|
2021
Q1 | $84K | Buy |
1,115
+285
| +34% | +$21.5K | 0.02% | 159 |
|
|
2020
Q4 | $64K | Buy |
830
+50
| +6% | +$3.86K | 0.01% | 169 |
|
|
2020
Q3 | $54K | Buy |
780
+348
| +81% | +$24.1K | 0.01% | 177 |
|
|
2020
Q2 | $26K | Buy |
432
+244
| +130% | +$14.7K | 0.01% | 187 |
|
|
2020
Q1 | $11K | Sell |
188
-96
| -34% | -$5.62K | ﹤0.01% | 202 |
|
|
2019
Q4 | $17K | Buy |
284
+108
| +61% | +$6.47K | ﹤0.01% | 245 |
|
|
2019
Q3 | $10K | Sell |
176
-88
| -33% | -$5K | ﹤0.01% | 174 |
|
|
2019
Q2 | $14K | Buy |
+264
| New | +$14K | 0.01% | 153 |
|