Jolley Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-284
| Closed | -$11K | – | 194 |
|
|
2017
Q4 | $11K | Hold |
284
| – | – | 0.01% | 143 |
|
|
2017
Q3 | $10K | Buy |
+284
| New | +$10K | 0.01% | 147 |
|
|
2014
Q1 | – | Sell |
-640
| Closed | -$14K | – | 127 |
|
|
2013
Q4 | $14K | Hold |
640
| – | – | 0.01% | 100 |
|
|
2013
Q3 | $13K | Hold |
640
| – | – | 0.01% | 102 |
|
|
2013
Q2 | $13K | Buy |
+640
| New | +$13K | 0.01% | 102 |
|