Integrated Wealth Counsel’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $227K | Hold |
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|
2016
Q3 | $233K | Hold |
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|
2016
Q2 | $248K | Hold |
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|
2016
Q1 | $225K | Buy |
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|
2015
Q4 | $187K | Hold |
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|
2015
Q3 | $176K | Hold |
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|
2015
Q2 | $176K | Hold |
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|
2015
Q1 | $187K | Hold |
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|
2014
Q4 | $191K | Hold |
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|
2014
Q3 | $169K | Hold |
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|
2014
Q2 | $184K | Hold |
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|
2014
Q1 | $172K | Hold |
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|
2013
Q4 | $154K | Hold |
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|
2013
Q3 | $144K | Sell |
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|
2013
Q2 | $160K | Buy |
|