KA
Kaizen Advisory’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $225K | Buy |
1,296
+238
| +22% | +$41.3K | 0.16% | 156 |
|
|
2018
Q3 | $177K | Hold |
1,058
| – | – | 0.09% | 168 |
|
|
2018
Q2 | $177K | Buy |
1,058
+601
| +132% | +$101K | 0.09% | 169 |
|
|
2018
Q1 | $75K | Hold |
457
| – | – | 0.07% | 151 |
|
|
2017
Q4 | $71K | Buy |
+457
| New | +$71K | 0.04% | 162 |
|