PVWM
Point View Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $394K | Buy |
5,112
+3,834
| +300% | – | 0.16% | 177 |
|
|
2020
Q3 | $355K | Hold |
1,278
| – | – | 0.17% | 170 |
|
|
2020
Q2 | $307K | Hold |
1,278
| – | – | 0.15% | 186 |
|
|
2020
Q1 | $308K | Hold |
1,278
| – | – | 0.17% | 175 |
|
|
2019
Q4 | $309K | Hold |
1,278
| – | – | 0.13% | 199 |
|
|
2019
Q3 | $298K | Hold |
1,278
| – | – | 0.13% | 200 |
|
|
2019
Q2 | $262K | Hold |
1,278
| – | – | 0.11% | 213 |
|
|
2019
Q1 | $247K | Sell |
1,278
-100
| -7% | -$19.3K | 0.11% | 212 |
|
|
2018
Q4 | $240K | Sell |
1,378
-51
| -4% | -$8.88K | 0.12% | 204 |
|
|
2018
Q3 | $239K | Buy |
1,429
+51
| +4% | +$8.53K | 0.11% | 221 |
|
|
2018
Q2 | $230K | Hold |
1,378
| – | – | 0.11% | 221 |
|
|
2018
Q1 | $225K | Hold |
1,378
| – | – | 0.11% | 219 |
|
|
2017
Q4 | $215K | Hold |
1,378
| – | – | 0.1% | 223 |
|
|
2017
Q3 | $202K | Buy |
+1,378
| New | +$202K | 0.1% | 231 |
|