Financial Synergies 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-15
| Closed | -$959 | – | 309 |
|
|
2024
Q1 | $959 | Sell |
15
-340
| -96% | -$21.7K | ﹤0.01% | 411 |
|
|
2023
Q4 | $29.7K | Sell |
355
-17
| -5% | -$1.42K | ﹤0.01% | 116 |
|
|
2023
Q3 | $21.3K | Buy |
372
+14
| +4% | +$802 | ﹤0.01% | 168 |
|
|
2023
Q2 | $26.6K | Sell |
358
-130
| -27% | -$9.65K | ﹤0.01% | 145 |
|
|
2023
Q1 | $37.6K | Buy |
488
+133
| +37% | +$10.3K | 0.01% | 127 |
|
|
2022
Q4 | $29.7K | Buy |
355
+336
| +1,768% | +$28.1K | ﹤0.01% | 116 |
|
|
2022
Q3 | $1.49K | Hold |
19
| – | – | ﹤0.01% | 249 |
|
|
2022
Q2 | $1.47K | Buy |
+19
| New | +$1.47K | ﹤0.01% | 274 |
|