Schubert & Co’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-58
| Closed | -$4.47K | – | 981 |
|
2023
Q1 | $4.47K | Sell |
58
-7
| -11% | -$540 | ﹤0.01% | 493 |
|
2022
Q4 | $5.43K | Sell |
65
-20
| -24% | -$1.67K | 0.01% | 403 |
|
2022
Q3 | $7K | Buy |
85
+27
| +47% | +$2.22K | 0.01% | 285 |
|
2022
Q2 | $4K | Buy |
58
+22
| +61% | +$1.52K | ﹤0.01% | 465 |
|
2022
Q1 | $3K | Buy |
36
+3
| +9% | +$250 | ﹤0.01% | 299 |
|
2021
Q4 | $3K | Buy |
+33
| New | +$3K | ﹤0.01% | 246 |
|