MYCIO Wealth Partners’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,360
| Closed | -$385K | – | 264 |
|
|
2019
Q4 | $385K | Buy |
6,360
+1,292
| +25% | +$75.4K | 0.03% | 228 |
|
|
2019
Q3 | $295K | Sell |
5,068
-1,252
| -20% | -$67.8K | 0.02% | 248 |
|
|
2019
Q2 | $324K | Buy |
6,320
+292
| +5% | +$14.4K | 0.03% | 224 |
|
|
2019
Q1 | $291K | Buy |
6,028
+60
| +1% | +$2.74K | 0.02% | 223 |
|
|
2018
Q4 | $259K | Buy |
5,968
+80
| +1% | +$3.5K | 0.02% | 227 |
|
|
2018
Q3 | $247K | Buy |
+5,888
| New | +$251K | 0.02% | 243 |
|
|
2018
Q2 | – | Sell |
-4,956
| Closed | -$202K | – | 282 |
|
|
2018
Q1 | $202K | Buy |
+4,956
| New | +$191K | 0.02% | 236 |
|
|
2017
Q3 | – | Sell |
-6,516
| Closed | -$228K | – | 254 |
|
|
2017
Q2 | $228K | Buy |
+6,516
| New | +$223K | 0.03% | 210 |
|
|
2016
Q4 | – | Sell |
-80
| Closed | -$2K | – | 494 |
|
|
2016
Q3 | $2K | Hold |
80
| – | – | ﹤0.01% | 755 |
|
|
2016
Q2 | $3K | Hold |
80
| – | – | ﹤0.01% | 800 |
|
|
2016
Q1 | $2K | Sell |
80
-712
| -90% | -$20K | ﹤0.01% | 715 |
|
|
2015
Q4 | $21K | Sell |
792
-48
| -6% | -$1.21K | ﹤0.01% | 414 |
|
|
2015
Q3 | $20K | Sell |
840
-1,152
| -58% | -$29.3K | ﹤0.01% | 447 |
|
|
2015
Q2 | $49K | Buy |
1,992
+200
| +11% | +$5.08K | 0.01% | 294 |
|
|
2015
Q1 | $47K | Hold |
1,792
| – | – | 0.01% | 291 |
|
|
2014
Q4 | $48K | Hold |
1,792
| – | – | 0.01% | 272 |
|
|
2014
Q3 | $42K | Hold |
1,792
| – | – | 0.01% | 273 |
|
|
2014
Q2 | $46K | Buy |
+1,792
| New | +$43.6K | 0.01% | 275 |
|
|
2014
Q1 | – | Sell |
-852
| Closed | -$18K | – | 643 |
|
|
2013
Q4 | $18K | Buy |
852
+532
| +166% | +$11.2K | ﹤0.01% | 382 |
|
|
2013
Q3 | $6K | Hold |
320
| – | – | ﹤0.01% | 444 |
|
|
2013
Q2 | $7K | Buy |
+320
| New | +$6.35K | ﹤0.01% | 449 |
|
Other funds holding NEE
