Keystone Wealth Services’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,701
| Closed | -$275K | – | 212 |
|
|
2023
Q2 | $275K | Buy |
3,701
+125
| +3% | +$9.27K | 0.1% | 164 |
|
|
2023
Q1 | $276K | Buy |
3,576
+136
| +4% | +$10.5K | 0.11% | 156 |
|
|
2022
Q4 | $288K | Buy |
3,440
+17
| +0.5% | +$1.42K | 0.13% | 147 |
|
|
2022
Q3 | $268K | Buy |
3,423
+16
| +0.5% | +$1.25K | 0.13% | 130 |
|
|
2022
Q2 | $264K | Buy |
3,407
+20
| +0.6% | +$1.55K | 0.12% | 134 |
|
|
2022
Q1 | $287K | Buy |
3,387
+17
| +0.5% | +$1.44K | 0.11% | 139 |
|
|
2021
Q4 | $315K | Buy |
+3,370
| New | +$315K | 0.13% | 131 |
|