Laurel Wealth Advisors (California)’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $663K | Buy |
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|
2022
Q3 | $605K | Buy |
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|
2022
Q2 | $482K | Sell |
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|
2022
Q1 | $574K | Sell |
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|
2021
Q4 | $641K | Buy |
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|
2021
Q3 | $494K | Sell |
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|
2021
Q2 | $538K | Buy |
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|
2021
Q1 | $513K | Sell |
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|
2020
Q4 | $547K | Buy |
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|
2020
Q3 | $454K | Buy |
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|
2020
Q2 | $387K | Sell |
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|
2020
Q1 | $393K | Sell |
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|
2019
Q4 | $477K | Buy |
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|
2019
Q3 | $406K | Sell |
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|
2019
Q2 | $398K | Buy |
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|
2019
Q1 | $358K | Sell |
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|
2018
Q4 | $347K | Sell |
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|
2018
Q3 | $335K | Sell |
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|
2018
Q2 | $494K | Sell |
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|
2018
Q1 | $496K | Sell |
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|
2017
Q4 | $610K | Buy |
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|
2017
Q3 | $298K | Sell |
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|
2017
Q2 | $288K | Buy |
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