Freedman Financial Associates’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
Q2 | – | Sell |
-1,500
| Closed | -$128K | – | 295 |
|
2022
Q1 | $128K | Hold |
1,500
| – | – | 0.09% | 105 |
|
2021
Q4 | $140K | Hold |
1,500
| – | – | 0.1% | 98 |
|
2021
Q3 | $118K | Hold |
1,500
| – | – | 0.09% | 102 |
|
2021
Q2 | $110K | Hold |
1,500
| – | – | 0.08% | 102 |
|
2021
Q1 | $113K | Hold |
1,500
| – | – | 0.09% | 97 |
|
2020
Q4 | $116K | Buy |
+1,500
| New | +$116K | 0.1% | 85 |
|