FirstPurpose Wealth’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,822
| Closed | -$221K | – | 188 |
|
|
2022
Q3 | $221K | Buy |
2,822
+96
| +4% | +$7.52K | 0.15% | 129 |
|
|
2022
Q2 | $211K | Buy |
2,726
+195
| +8% | +$15.1K | 0.14% | 127 |
|
|
2022
Q1 | $214K | Buy |
2,531
+209
| +9% | +$17.7K | 0.17% | 123 |
|
|
2021
Q4 | $217K | Buy |
+2,322
| New | +$217K | 0.14% | 128 |
|