PWM
NEE.PRP
Prentice Wealth Management’s NextEra Energy, Inc. 5.279% Corporate Units NEE.PRP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,775
| Closed | -$138K | – | 191 |
|
|
2022
Q2 | $138K | Buy |
+2,775
| New | +$138K | 0.14% | 50 |
|
|
2021
Q4 | – | Sell |
-3,225
| Closed | -$164K | – | 328 |
|
|
2021
Q3 | $164K | Sell |
3,225
-50
| -2% | -$2.54K | 0.08% | 110 |
|
|
2021
Q2 | $160K | Sell |
3,275
-400
| -11% | -$19.5K | 0.08% | 112 |
|
|
2021
Q1 | $182K | Buy |
+3,675
| New | +$182K | 0.1% | 99 |
|