IWA
Intercontinental Wealth Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-9
| Closed | -$2K | – | 256 |
|
|
2019
Q4 | $2K | Sell |
9
-19
| -68% | -$4.22K | ﹤0.01% | 331 |
|
|
2019
Q3 | $7K | Hold |
28
| – | – | ﹤0.01% | 371 |
|
|
2019
Q2 | $6K | Hold |
28
| – | – | ﹤0.01% | 357 |
|
|
2019
Q1 | $5K | Hold |
28
| – | – | ﹤0.01% | 392 |
|
|
2018
Q4 | $5K | Buy |
+28
| New | +$5K | ﹤0.01% | 398 |
|