RBA Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-1,803
| Closed | -$136K | – | 203 |
|
2021
Q1 | $136K | Buy |
+1,803
| New | +$136K | 0.12% | 68 |
|
2020
Q3 | – | Sell |
-3,756
| Closed | -$225K | – | 104 |
|
2020
Q2 | $225K | Sell |
3,756
-2,260
| -38% | -$135K | 0.16% | 96 |
|
2020
Q1 | $362K | Sell |
6,016
-64
| -1% | -$3.85K | 0.31% | 76 |
|
2019
Q4 | $366K | Sell |
6,080
-68
| -1% | -$4.09K | 0.25% | 79 |
|
2019
Q3 | $358K | Sell |
6,148
-184
| -3% | -$10.7K | 0.27% | 70 |
|
2019
Q2 | $324K | Sell |
6,332
-156
| -2% | -$7.98K | 0.25% | 66 |
|
2019
Q1 | $306K | Buy |
+6,488
| New | +$306K | 0.24% | 67 |
|