Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-4,332
| Closed | -$132K | – | 741 |
|
|
2016
Q3 | $132K | Hold |
4,332
| – | – | 0.05% | 283 |
|
|
2016
Q2 | $141K | Sell |
4,332
-1,240
| -22% | -$40.4K | 0.05% | 265 |
|
|
2016
Q1 | $165K | Sell |
5,572
-652
| -10% | -$19.3K | 0.07% | 214 |
|
|
2015
Q4 | $162K | Sell |
6,224
-1,912
| -24% | -$49.8K | 0.07% | 219 |
|
|
2015
Q3 | $198K | Sell |
8,136
-5,884
| -42% | -$143K | 0.09% | 184 |
|
|
2015
Q2 | $344K | Sell |
14,020
-2,500
| -15% | -$61.3K | 0.13% | 130 |
|
|
2015
Q1 | $429K | Buy |
+16,520
| New | +$429K | 0.18% | 106 |
|