Lipe & Dalton’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-106
| Closed | -$10K | – | 109 |
|
|
2021
Q4 | $10K | Buy |
+106
| New | +$10K | ﹤0.01% | 108 |
|
|
2018
Q2 | – | Sell |
-700
| Closed | -$29K | – | 74 |
|
|
2018
Q1 | $29K | Hold |
700
| – | – | 0.02% | 79 |
|
|
2017
Q4 | $27K | Hold |
700
| – | – | 0.02% | 77 |
|
|
2017
Q3 | $26K | Hold |
700
| – | – | 0.02% | 77 |
|
|
2017
Q2 | $25K | Hold |
700
| – | – | 0.02% | 81 |
|
|
2017
Q1 | $22K | Hold |
700
| – | – | 0.02% | 78 |
|
|
2016
Q4 | $21K | Buy |
+700
| New | +$21K | 0.01% | 73 |
|
|
2016
Q3 | – | Sell |
-700
| Closed | -$23K | – | 87 |
|
|
2016
Q2 | $23K | Buy |
+700
| New | +$23K | 0.02% | 106 |
|