Personal 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $280K | Hold |
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|
2021
Q4 | $308K | Hold |
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|
2021
Q3 | $259K | Hold |
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|
2021
Q2 | $242K | Hold |
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|
2021
Q1 | $250K | Hold |
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|
2020
Q4 | $255K | Hold |
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|
2020
Q3 | $229K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $200K | Hold |
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|
2019
Q3 | $192K | Buy |
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|
2019
Q2 | $99K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $209K | Buy |
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