LPL Financial’s NextEra Energy, Inc. 6.219% Corporate Units NEE.PRQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-18,446
| Closed | -$904K | – | 4783 |
|
|
2023
Q2 | $904K | Buy |
18,446
+13,210
| +252% | +$648K | ﹤0.01% | 2895 |
|
|
2023
Q1 | $253K | Sell |
5,236
-3,450
| -40% | -$167K | ﹤0.01% | 3852 |
|
|
2022
Q4 | $435K | Sell |
8,686
-1,600
| -16% | -$80.1K | ﹤0.01% | 3368 |
|
|
2022
Q3 | $499K | Sell |
10,286
-1,064
| -9% | -$51.6K | ﹤0.01% | 3145 |
|
|
2022
Q2 | $558K | Sell |
11,350
-600
| -5% | -$29.5K | ﹤0.01% | 3099 |
|
|
2022
Q1 | $628K | Sell |
11,950
-500
| -4% | -$26.3K | ﹤0.01% | 3013 |
|
|
2021
Q4 | $721K | Hold |
12,450
| – | – | ﹤0.01% | 2949 |
|
|
2021
Q3 | $636K | Buy |
12,450
+3,150
| +34% | +$161K | ﹤0.01% | 2991 |
|
|
2021
Q2 | $458K | Buy |
9,300
+2,150
| +30% | +$106K | ﹤0.01% | 3232 |
|
|
2021
Q1 | $355K | Buy |
+7,150
| New | +$355K | ﹤0.01% | 3328 |
|