RPg Family Wealth Advisory’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-316
| Closed | -$13.2K | – | 265 |
|
|
2018
Q2 | $13.2K | Buy |
+316
| New | +$13.2K | 0.01% | 202 |
|
|
2017
Q4 | – | Sell |
-1,436
| Closed | -$52.6K | – | 285 |
|
|
2017
Q3 | $52.6K | Buy |
1,436
+792
| +123% | +$29K | 0.04% | 133 |
|
|
2017
Q2 | $22.6K | Buy |
+644
| New | +$22.6K | 0.02% | 229 |
|
|
2016
Q3 | – | Sell |
-484
| Closed | -$15.8K | – | 263 |
|
|
2016
Q2 | $15.8K | Buy |
484
+84
| +21% | +$2.74K | 0.01% | 207 |
|
|
2016
Q1 | $11.8K | Sell |
400
-500
| -56% | -$14.8K | 0.01% | 237 |
|
|
2015
Q4 | $23.4K | Buy |
+900
| New | +$23.4K | 0.02% | 138 |
|