Security National Trust’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $197K | Hold |
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|
2021
Q2 | $197K | Buy |
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|
2021
Q1 | $172K | Sell |
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|
2020
Q4 | $236K | Buy |
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|
2020
Q3 | $157K | Hold |
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|
2020
Q2 | $136K | Hold |
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|
2020
Q1 | $136K | Hold |
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|
2019
Q4 | $137K | Sell |
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|
2019
Q3 | $138K | Sell |
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|
2019
Q2 | $126K | Sell |
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|
2019
Q1 | $129K | Sell |
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|
2018
Q4 | $210K | Hold |
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|
2018
Q3 | $203K | Sell |
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|
2018
Q2 | $209K | Sell |
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|
2018
Q1 | $217K | Sell |
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|
2017
Q4 | $244K | Sell |
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|
2017
Q3 | $310K | Buy |
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|
2017
Q2 | $227K | Sell |
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|
2017
Q1 | $221K | Sell |
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|
2016
Q4 | $208K | Sell |
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|
2016
Q3 | $225K | Buy |
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|
2016
Q2 | $209K | Hold |
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|
2016
Q1 | $190K | Sell |
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|
2015
Q4 | $173K | Sell |
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|
2015
Q3 | $175K | Buy |
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|
2015
Q2 | $159K | Hold |
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|
2015
Q1 | $169K | Sell |
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|
2014
Q4 | $183K | Buy |
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|
2014
Q3 | $125K | Sell |
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|
2014
Q2 | $144K | Buy |
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|
2014
Q1 | $129K | Hold |
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|
2013
Q4 | $116K | Sell |
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|
2013
Q3 | $111K | Sell |
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|
2013
Q2 | $122K | Buy |
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