LWM
LBA Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $137K | Hold |
1,066
| – | – | 0.07% | 124 |
|
|
2016
Q4 | $127K | Hold |
1,066
| – | – | 0.07% | 126 |
|
|
2016
Q3 | $130K | Hold |
1,066
| – | – | 0.07% | 134 |
|
|
2016
Q2 | $139K | Buy |
1,066
+266
| +33% | +$34.7K | 0.08% | 128 |
|
|
2016
Q1 | $95K | Hold |
800
| – | – | 0.05% | 155 |
|
|
2015
Q4 | $83K | Buy |
800
+500
| +167% | +$51.9K | 0.05% | 176 |
|
|
2015
Q3 | $29K | Sell |
300
-200
| -40% | -$19.3K | 0.02% | 208 |
|
|
2015
Q2 | $49K | Hold |
500
| – | – | 0.03% | 165 |
|
|
2015
Q1 | $52K | Hold |
500
| – | – | 0.03% | 166 |
|
|
2014
Q4 | $53K | Hold |
500
| – | – | 0.04% | 164 |
|
|
2014
Q3 | $47K | Hold |
500
| – | – | 0.03% | 174 |
|
|
2014
Q2 | $51K | Hold |
500
| – | – | 0.04% | 164 |
|
|
2014
Q1 | $48K | Hold |
500
| – | – | 0.04% | 162 |
|
|
2013
Q4 | $43K | Buy |
+500
| New | +$43K | 0.04% | 166 |
|