HPWM
High Pines Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,412
| Closed | -$202K | – | 33 |
|
|
2022
Q4 | $202K | Buy |
+2,412
| New | +$202K | 0.35% | 31 |
|
|
2022
Q2 | – | Sell |
-2,412
| Closed | -$204K | – | 35 |
|
|
2022
Q1 | $204K | Hold |
2,412
| – | – | 0.15% | 37 |
|
|
2021
Q4 | $225K | Buy |
+2,412
| New | +$225K | 0.16% | 36 |
|