Harfst & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-7,384
| Closed | -$220K | – | 289 |
|
|
2016
Q4 | $220K | Sell |
7,384
-2,976
| -29% | -$88.7K | 0.11% | 61 |
|
|
2016
Q3 | $316K | Hold |
10,360
| – | – | 0.17% | 50 |
|
|
2016
Q2 | $337K | Buy |
10,360
+1,200
| +13% | +$39K | 0.14% | 84 |
|
|
2016
Q1 | $271K | Buy |
9,160
+5,928
| +183% | +$175K | 0.18% | 57 |
|
|
2015
Q4 | $83K | Hold |
3,232
| – | – | 0.03% | 154 |
|
|
2015
Q3 | $79K | Sell |
3,232
-160
| -5% | -$3.91K | 0.03% | 154 |
|
|
2015
Q2 | $83K | Buy |
+3,392
| New | +$83K | 0.05% | 139 |
|