ST
Sageworth Trust’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-322
| Closed | -$24.8K | – | 309 |
|
|
2023
Q1 | $24.8K | Buy |
322
+305
| +1,794% | +$23.5K | ﹤0.01% | 187 |
|
|
2022
Q4 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 427 |
|
|
2022
Q3 | – | Sell |
-2,863
| Closed | -$222K | – | 390 |
|
|
2022
Q2 | $222K | Buy |
+2,863
| New | +$222K | 0.02% | 77 |
|
|
2021
Q1 | – | Sell |
-836
| Closed | -$64K | – | 284 |
|
|
2020
Q4 | $64K | Buy |
+836
| New | +$64K | 0.01% | 108 |
|
|
2020
Q3 | – | Sell |
-4
| Closed | -$1K | – | 298 |
|
|
2020
Q2 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 199 |
|
|
2015
Q1 | – | Sell |
-3,026
| Closed | -$322K | – | 66 |
|
|
2014
Q4 | $322K | Buy |
+3,026
| New | +$322K | 0.1% | 72 |
|