Hefty Wealth Partners’s NextEra Energy NEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
$93K Hold
2017
Q4
$89K Hold
2017
Q3
$84K Sell
2017
Q2
$97K Hold
2017
Q1
$89K Hold
2016
Q4
$83K Hold
2016
Q3
$85K Buy
2016
Q2
$74K Buy
2016
Q1
$37K Hold
2015
Q4
$33K Buy