RGT Wealth Advisors’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
Q3 | $305K | Sell |
|
|||||
|
2022
Q2 | $370K | Buy |
|
|||||
|
2022
Q1 | $394K | Buy |
|
|||||
|
2021
Q4 | $431K | Sell |
|
|||||
|
2021
Q3 | $488K | Hold |
|
|||||
|
2021
Q2 | $456K | Sell |
|
|||||
|
2021
Q1 | $479K | Sell |
|
|||||
|
2020
Q4 | $497K | Hold |
|
|||||
|
2020
Q3 | $447K | Buy |
|
|||||
|
2020
Q2 | $376K | Sell |
|
|||||
|
2020
Q1 | $492K | Buy |
|
|||||
|
2019
Q4 | $377K | Hold |
|
|||||
|
2019
Q3 | $362K | Hold |
|
|||||
|
2019
Q2 | $319K | Buy |
|