GoalVest Advisory’s NRG Energy NRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.17M | Sell |
19,750
-4
| -0% | -$642 | 0.79% | 21 |
|
|
2025
Q1 | $1.89M | Buy |
19,754
+404
| +2% | +$38.6K | 0.52% | 35 |
|
|
2024
Q4 | $1.75M | Hold |
19,350
| – | – | 0.48% | 33 |
|
|
2024
Q3 | $1.76M | Sell |
19,350
-1,000
| -5% | -$91.1K | 0.51% | 33 |
|
|
2024
Q2 | $1.58M | Buy |
20,350
+500
| +3% | +$38.9K | 0.51% | 30 |
|
|
2024
Q1 | $1.34M | Buy |
+19,850
| New | +$1.34M | 0.45% | 37 |
|