JOYN Advisors’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $220K | Buy |
+3,660
| New | +$220K | 0.07% | 92 |
|
|
2019
Q1 | – | Sell |
-2,344
| Closed | -$102K | – | 935 |
|
|
2018
Q4 | $102K | Buy |
2,344
+476
| +25% | +$20.7K | 0.02% | 194 |
|
|
2018
Q3 | $78K | Buy |
1,868
+116
| +7% | +$4.84K | 0.01% | 272 |
|
|
2018
Q2 | $73K | Buy |
1,752
+1,344
| +329% | +$56K | 0.02% | 301 |
|
|
2018
Q1 | $17K | Buy |
+408
| New | +$17K | ﹤0.01% | 706 |
|