Financial Sense Advisors’s NextEra Energy, Inc. 6.219% Corporate Units NEE.PRQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-51,519
| Closed | -$2.5M | – | 103 |
|
|
2022
Q3 | $2.5M | Sell |
51,519
-5,618
| -10% | -$273K | 1.06% | 16 |
|
|
2022
Q2 | $2.81M | Buy |
+57,137
| New | +$2.81M | 1.03% | 20 |
|
|
2022
Q1 | – | Sell |
-88,010
| Closed | -$5.1M | – | 158 |
|
|
2021
Q4 | $5.1M | Sell |
88,010
-9,729
| -10% | -$563K | 1.75% | 15 |
|
|
2021
Q3 | $5M | Buy |
97,739
+11,474
| +13% | +$586K | 1.67% | 17 |
|
|
2021
Q2 | $4.26M | Sell |
86,265
-31,143
| -27% | -$1.54M | 1.34% | 20 |
|
|
2021
Q1 | $5.82M | Buy |
117,408
+5,175
| +5% | +$257K | 1.96% | 15 |
|
|
2020
Q4 | $5.77M | Buy |
+112,233
| New | +$5.77M | 2.09% | 14 |
|