Independence Trust’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
Q4 | $333K | Sell |
8,528
-140
| -2% | -$5.47K | 0.37% | 46 |
|
|
2017
Q3 | $318K | Sell |
8,668
-296
| -3% | -$10.9K | 0.36% | 47 |
|
|
2017
Q2 | $314K | Sell |
8,964
-304
| -3% | -$10.6K | 0.37% | 47 |
|
|
2017
Q1 | $297K | Sell |
9,268
-656
| -7% | -$21K | 0.38% | 50 |
|
|
2016
Q4 | $296K | Buy |
9,924
+520
| +6% | +$15.5K | 0.41% | 55 |
|
|
2016
Q3 | $288K | Sell |
9,404
-2,216
| -19% | -$67.9K | 0.47% | 40 |
|
|
2016
Q2 | $379K | Hold |
11,620
| – | – | 0.58% | 34 |
|
|
2016
Q1 | $344K | Buy |
11,620
+884
| +8% | +$26.2K | 0.54% | 37 |
|
|
2015
Q4 | $279K | Hold |
10,736
| – | – | 0.36% | 56 |
|
|
2015
Q3 | $262K | Buy |
+10,736
| New | +$262K | 0.27% | 77 |
|