Northstar 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 | $228K | Sell |
3,288
-3,392
| -51% | -$235K | 0.11% | 133 |
|
|
2020
Q2 | $401K | Hold |
6,680
| – | – | 0.17% | 114 |
|
|
2020
Q1 | $401K | Hold |
6,680
| – | – | 0.2% | 104 |
|
|
2019
Q4 | $404K | Sell |
6,680
-264
| -4% | -$16K | 0.17% | 126 |
|
|
2019
Q3 | $404K | Buy |
6,944
+840
| +14% | +$48.9K | 0.18% | 126 |
|
|
2019
Q2 | $313K | Hold |
6,104
| – | – | 0.14% | 143 |
|
|
2019
Q1 | $295K | Hold |
6,104
| – | – | 0.14% | 144 |
|
|
2018
Q4 | $265K | Buy |
6,104
+336
| +6% | +$14.6K | 0.14% | 141 |
|
|
2018
Q3 | $241K | Buy |
5,768
+96
| +2% | +$4.01K | 0.12% | 153 |
|
|
2018
Q2 | $236K | Hold |
5,672
| – | – | 0.12% | 166 |
|
|
2018
Q1 | $231K | Buy |
+5,672
| New | +$231K | 0.12% | 171 |
|
|
2017
Q3 | – | Sell |
-6,588
| Closed | -$232K | – | 135 |
|
|
2017
Q2 | $232K | Hold |
6,588
| – | – | 0.21% | 117 |
|
|
2017
Q1 | $215K | Buy |
+6,588
| New | +$215K | 0.2% | 122 |
|