Oliver Luxxe Assets’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,640
| Closed | -$221K | – | 189 |
|
|
2022
Q4 | $221K | Sell |
2,640
-330
| -11% | -$27.6K | 0.06% | 171 |
|
|
2022
Q3 | $233K | Sell |
2,970
-171
| -5% | -$13.4K | 0.07% | 163 |
|
|
2022
Q2 | $243K | Buy |
3,141
+71
| +2% | +$5.49K | 0.07% | 169 |
|
|
2022
Q1 | $260K | Buy |
3,070
+155
| +5% | +$13.1K | 0.07% | 182 |
|
|
2021
Q4 | $272K | Sell |
2,915
-51
| -2% | -$4.76K | 0.07% | 185 |
|
|
2021
Q3 | $233K | Hold |
2,966
| – | – | 0.06% | 191 |
|
|
2021
Q2 | $217K | Buy |
+2,966
| New | +$217K | 0.06% | 191 |
|