FWM
Forefront Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-31,413
| Closed | -$2.63M | – | 45 |
|
|
2022
Q4 | $2.63M | Buy |
31,413
+120
| +0.4% | +$10K | 3.54% | 12 |
|
|
2022
Q3 | $2.45M | Buy |
31,293
+329
| +1% | +$25.8K | 3.42% | 11 |
|
|
2022
Q2 | $2.4M | Sell |
30,964
-193
| -0.6% | -$15K | 3.23% | 12 |
|
|
2022
Q1 | $2.64M | Sell |
31,157
-200
| -0.6% | -$16.9K | 2.61% | 18 |
|
|
2021
Q4 | $2.93M | Buy |
+31,357
| New | +$2.93M | 2.79% | 15 |
|