Moller Wealth Partners’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-4,000
| Closed | -$240K | – | 49 |
|
|
2020
Q2 | $240K | Hold |
4,000
| – | – | 0.1% | 44 |
|
|
2020
Q1 | $241K | Hold |
4,000
| – | – | 0.12% | 41 |
|
|
2019
Q4 | $242K | Hold |
4,000
| – | – | 0.11% | 47 |
|
|
2019
Q3 | $233K | Hold |
4,000
| – | – | 0.11% | 44 |
|
|
2019
Q2 | $205K | Buy |
+4,000
| New | +$205K | 0.11% | 49 |
|