Global Retirement Partners’s NextEra Energy, Inc. 6.219% Corporate Units NEE.PRQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-633
| Closed | -$30.8K | – | 3282 |
|
|
2023
Q1 | $30.8K | Sell |
633
-72
| -10% | -$3.5K | ﹤0.01% | 1449 |
|
|
2022
Q4 | $35.6K | Hold |
705
| – | – | ﹤0.01% | 1240 |
|
|
2022
Q3 | $34K | Sell |
705
-700
| -50% | -$33.8K | ﹤0.01% | 1167 |
|
|
2022
Q2 | $69K | Buy |
1,405
+62
| +5% | +$3.05K | 0.01% | 877 |
|
|
2022
Q1 | $66K | Buy |
+1,343
| New | +$66K | 0.01% | 885 |
|
|
2021
Q4 | – | Sell |
-220
| Closed | -$11K | – | 2053 |
|
|
2021
Q3 | $11K | Buy |
220
+137
| +165% | +$6.85K | ﹤0.01% | 1412 |
|
|
2021
Q2 | $4K | Buy |
+83
| New | +$4K | ﹤0.01% | 1649 |
|