Financial Synergies Wealth Advisors’s NextEra Energy, Inc. 5.279% Corporate Units NEE.PRP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-200
Closed -$10.1K 572
2023
Q4
$10.1K Buy
+200
New +$10.1K ﹤0.01% 184
2023
Q1
Sell
-200
Closed -$10.1K 514
2022
Q4
$10.1K Hold
200
﹤0.01% 184
2022
Q3
$9.96K Hold
200
﹤0.01% 162
2022
Q2
$9.93K Buy
+200
New +$9.93K ﹤0.01% 169