Mosaic Family Wealth’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2.07M | Buy |
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|
2021
Q3 | $1.74M | Buy |
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|
2021
Q2 | $1.63M | Buy |
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|
2021
Q1 | $1.68M | Buy |
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|
2020
Q4 | $1.7M | Buy |
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|
2020
Q3 | $1.53M | Sell |
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|
2020
Q2 | $1.34M | Buy |
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|
2020
Q1 | $1.34M | Buy |
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|
2019
Q4 | $1.35M | Buy |
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|
2019
Q3 | $1.28M | Buy |
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|
2019
Q2 | $1.13M | Buy |
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|
2019
Q1 | $1.06M | Buy |
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|
2018
Q4 | $955K | Buy |
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|
2018
Q3 | $981K | Sell |
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|
2018
Q2 | $928K | Sell |
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|
2018
Q1 | $916K | Buy |
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|
2017
Q4 | $855K | Buy |
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|
2017
Q3 | $780K | Buy |
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|
2017
Q2 | $746K | Sell |
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|
2017
Q1 | $693K | Sell |
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|
2016
Q4 | $652K | Sell |
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|
2016
Q3 | $692K | Buy |
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|
2016
Q2 | $737K | Sell |
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|
2016
Q1 | $692K | Buy |
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|
2015
Q4 | $605K | Buy |
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