Mosaic Advisors’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 |
-4,908
| Closed | -$458K | – | 44 |
|
|
2021
Q4 | $458K | Buy |
4,908
+1,155
| +31% | +$108K | 0.34% | 25 |
|
|
2021
Q3 | $295K | Sell |
3,753
-844
| -18% | -$66.3K | 0.2% | 32 |
|
|
2021
Q2 | $337K | Buy |
4,597
+387
| +9% | +$28.4K | 0.22% | 31 |
|
|
2021
Q1 | $318K | Buy |
4,210
+914
| +28% | +$69K | 0.27% | 27 |
|
|
2020
Q4 | $254K | Buy |
+3,296
| New | +$254K | 0.23% | 28 |
|