IWA
Inspirion Wealth Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,620
| Closed | -$506K | – | 78 |
|
|
2019
Q1 | $506K | Hold |
2,620
| – | – | 0.22% | 44 |
|
|
2018
Q4 | $455K | Hold |
2,620
| – | – | 0.23% | 41 |
|
|
2018
Q3 | $439K | Hold |
2,620
| – | – | 0.19% | 44 |
|
|
2018
Q2 | $438K | Hold |
2,620
| – | – | 0.21% | 42 |
|
|
2018
Q1 | $428K | Hold |
2,620
| – | – | 0.21% | 42 |
|
|
2017
Q4 | $409K | Hold |
2,620
| – | – | 0.2% | 41 |
|
|
2017
Q3 | $384K | Hold |
2,620
| – | – | 0.19% | 42 |
|
|
2017
Q2 | $367K | Hold |
2,620
| – | – | 0.2% | 44 |
|
|
2017
Q1 | $336K | Hold |
2,620
| – | – | 0.19% | 49 |
|
|
2016
Q4 | $313K | Buy |
2,620
+50
| +2% | +$5.97K | 0.2% | 44 |
|
|
2016
Q3 | $314K | Hold |
2,570
| – | – | 0.2% | 48 |
|
|
2016
Q2 | $335K | Hold |
2,570
| – | – | 0.22% | 45 |
|
|
2016
Q1 | $304K | Hold |
2,570
| – | – | 0.21% | 45 |
|
|
2015
Q4 | $267K | Buy |
+2,570
| New | +$267K | 0.2% | 45 |
|