GYL Financial Synergies’s NextEra Energy NEE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$2.98M	Buy	35,299 +26,845	+318%	+$2.09M	0.22%	96
2024 Q2	$599K	Buy	8,454 +200	+2%	+$14.2K	0.05%	221
2024 Q1	$527K	Sell	8,254 -708	-8%	-$41.5K	0.04%	231
2023 Q4	$544K	Sell	8,962 -6,513	-42%	-$371K	0.05%	230
2023 Q3	$887K	Sell	15,475 -45,001	-74%	-$3.12M	0.09%	182
2023 Q2	$4.49M	Buy	60,476 +44,227	+272%	+$3.35M	0.41%	57
2023 Q1	$1.25M	Sell	16,249 -1,521	-9%	-$117K	0.15%	110
2022 Q4	$1.49M	Buy	17,770 +3,714	+26%	+$300K	0.32%	47
2022 Q3	$1.1M	Sell	14,056 -4,644	-25%	-$394K	0.3%	51
2022 Q2	$1.45M	Sell	18,700 -84	-0.4%	-$6.39K	0.4%	39
2022 Q1	$1.59M	Sell	18,784 -1,173	-6%	-$94K	0.38%	33
2021 Q4	$1.86M	Buy	19,957 +3	+0%	+$259	0.5%	34
2021 Q3	$1.57M	Buy	19,954 +1,588	+9%	+$128K	0.8%	24
2021 Q2	$1.35M	Buy	18,366 +46	+0.3%	+$3.45K	0.7%	26
2021 Q1	$1.39M	Buy	18,320 +20	+0.1%	+$1.56K	0.76%	26
2020 Q4	$1.41M	Sell	18,300 -3,464	-16%	-$259K	0.81%	26
2020 Q3	$1.51M	Buy	21,764 +268	+1%	+$18.5K	0.99%	20
2020 Q2	$1.29M	Buy	21,496 +1,732	+9%	+$104K	0.93%	22
2020 Q1	$1.19M	Buy	+19,764	New	+$1.24M	0.76%	25