GWA
Guidant Wealth Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $418K | Buy |
1,794
+2
| +0.1% | +$466 | 0.16% | 77 |
|
|
2019
Q2 | $367K | Buy |
1,792
+3
| +0.2% | +$614 | 0.14% | 84 |
|
|
2019
Q1 | $346K | Buy |
1,789
+11
| +0.6% | +$2.13K | 0.13% | 87 |
|
|
2018
Q4 | $309K | Sell |
1,778
-4
| -0.2% | -$695 | 0.14% | 73 |
|
|
2018
Q3 | $297K | Buy |
1,782
+2
| +0.1% | +$333 | 0.12% | 38 |
|
|
2018
Q2 | $300K | Buy |
1,780
+4
| +0.2% | +$674 | 0.13% | 34 |
|
|
2018
Q1 | $288K | Sell |
1,776
-384
| -18% | -$62.3K | 0.13% | 34 |
|
|
2017
Q4 | $330K | Sell |
2,160
-226
| -9% | -$34.5K | 0.15% | 34 |
|
|
2017
Q3 | $353K | Buy |
2,386
+2
| +0.1% | +$296 | 0.25% | 34 |
|
|
2017
Q2 | $336K | Buy |
2,384
+232
| +11% | +$32.7K | 0.17% | 60 |
|
|
2017
Q1 | $281K | Buy |
+2,152
| New | +$281K | 0.15% | 60 |
|