LGWM

Litman Gregory Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-21	Closed	-$5K	–	193
2019 Q4	$5K	Buy	21 +4	+24%	+$952	﹤0.01%	170
2019 Q3	$4K	Sell	17 -17	-50%	-$4K	﹤0.01%	161
2019 Q2	$7K	Buy	+34	New	+$7K	﹤0.01%	162