Perfromance 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,500
| Closed | -$209K | – | 183 |
|
|
2022
Q4 | $209K | Sell |
2,500
-916
| -27% | -$76.6K | 0.01% | 156 |
|
|
2022
Q3 | $268K | Hold |
3,416
| – | – | 0.02% | 128 |
|
|
2022
Q2 | $265K | Buy |
3,416
+620
| +22% | +$48.1K | 0.01% | 135 |
|
|
2022
Q1 | $237K | Hold |
2,796
| – | – | 0.01% | 156 |
|
|
2021
Q4 | $261K | Buy |
+2,796
| New | +$261K | 0.01% | 150 |
|