Integrated Wealth Management’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
Sell
2016
Q3
$132K Hold
2016
Q2
$141K Sell
2016
Q1
$165K Sell
2015
Q4
$162K Sell
2015
Q3
$198K Sell
2015
Q2
$344K Sell
2015
Q1
$429K Buy