PVH
Psagot Value Holdings’s NextEra Energy, Inc. NEE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-3,459
| Closed | -$221K | – | 76 |
|
2024
Q1 | $221K | Sell |
3,459
-16,752
| -83% | -$1.07M | 2.01% | 19 |
|
2023
Q4 | $1.23M | Buy |
20,211
+8,197
| +68% | +$500K | 0.54% | 39 |
|
2023
Q3 | $687K | Sell |
12,014
-1,000
| -8% | -$57.2K | 0.35% | 60 |
|
2023
Q2 | $953K | Sell |
13,014
-9,806
| -43% | -$718K | 0.48% | 44 |
|
2023
Q1 | $1.74M | Sell |
22,820
-28,995
| -56% | -$2.21M | 0.73% | 30 |
|
2022
Q4 | $4.33M | Buy |
51,815
+157
| +0.3% | +$13.1K | 1.28% | 23 |
|
2022
Q3 | $4.05M | Sell |
51,658
-10,143
| -16% | -$795K | 1.14% | 21 |
|
2022
Q2 | $4.79M | Buy |
+61,801
| New | +$4.79M | 1.12% | 24 |
|
2021
Q2 | – | Sell |
-212,488
| Closed | -$16.1M | – | 483 |
|
2021
Q1 | $16.1M | Hold |
212,488
| – | – | 0.36% | 73 |
|
2020
Q4 | $16.4M | Buy |
212,488
+159,366
| +300% | +$12.3M | 0.38% | 71 |
|
2020
Q3 | $14.7M | Sell |
53,122
-21,913
| -29% | -$6.08M | 0.37% | 64 |
|
2020
Q2 | $18M | Hold |
75,035
| – | – | 0.5% | 47 |
|
2020
Q1 | $18.1M | Hold |
75,035
| – | – | 0.74% | 34 |
|
2019
Q4 | $18.2M | Hold |
75,035
| – | – | 0.61% | 47 |
|
2019
Q3 | $17.5M | Buy |
+75,035
| New | +$17.5M | 0.72% | 42 |
|