Lourd Capital’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-5,204
| Closed | -$226K | – | 234 |
|
|
2018
Q4 | $226K | Sell |
5,204
-512
| -9% | -$22.2K | 0.02% | 258 |
|
|
2018
Q3 | $240K | Buy |
+5,716
| New | +$240K | 0.02% | 272 |
|
|
2018
Q1 | – | Sell |
-6,376
| Closed | -$249K | – | 254 |
|
|
2017
Q4 | $249K | Buy |
+6,376
| New | +$249K | 0.02% | 283 |
|