Horizons Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-24
| Closed | -$1.78K | – | 205 |
|
2023
Q2 | $1.78K | Sell |
24
-376
| -94% | -$27.9K | ﹤0.01% | 197 |
|
2023
Q1 | $30.8K | Sell |
400
-800
| -67% | -$61.6K | 0.02% | 106 |
|
2022
Q4 | $100K | Hold |
1,200
| – | – | 0.08% | 71 |
|
2022
Q3 | $94K | Hold |
1,200
| – | – | 0.09% | 63 |
|
2022
Q2 | $108K | Buy |
+1,200
| New | +$108K | 0.09% | 64 |
|