JPLA
Joseph P. Lucia & Associates’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-200
| Closed | -$15K | – | 323 |
|
|
2022
Q2 | $15K | Hold |
200
| – | – | 0.01% | 282 |
|
|
2022
Q1 | $17K | Buy |
+200
| New | +$17K | 0.01% | 284 |
|
|
2021
Q4 | – | Sell |
-27
| Closed | -$2K | – | 401 |
|
|
2021
Q3 | $2K | Hold |
27
| – | – | ﹤0.01% | 522 |
|
|
2021
Q2 | $2K | Hold |
27
| – | – | ﹤0.01% | 521 |
|
|
2021
Q1 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 499 |
|