PFA
Paradigm Financial Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $287K | Hold |
3,072
| – | – | 0.06% | 173 |
|
|
2021
Q3 | $241K | Hold |
3,072
| – | – | 0.06% | 184 |
|
|
2021
Q2 | $225K | Hold |
3,072
| – | – | 0.05% | 189 |
|
|
2021
Q1 | $232K | Hold |
3,072
| – | – | 0.06% | 171 |
|
|
2020
Q4 | $237K | Buy |
3,072
+2,304
| +300% | +$178K | 0.06% | 139 |
|
|
2020
Q3 | $213K | Buy |
+768
| New | +$213K | 0.06% | 119 |
|
|
2014
Q2 | – | Sell |
-130
| Closed | -$12K | – | 168 |
|
|
2014
Q1 | $12K | Hold |
130
| – | – | 0.01% | 197 |
|
|
2013
Q4 | $11K | Buy |
+130
| New | +$11K | 0.01% | 213 |
|