SWM
Selective Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-161
| Closed | -$13K | – | 508 |
|
|
2022
Q3 | $13K | Sell |
161
-217
| -57% | -$17.5K | 0.01% | 483 |
|
|
2022
Q2 | $29K | Hold |
378
| – | – | 0.01% | 410 |
|
|
2022
Q1 | $32K | Sell |
378
-825
| -69% | -$69.8K | 0.01% | 382 |
|
|
2021
Q4 | $112K | Hold |
1,203
| – | – | 0.05% | 184 |
|
|
2021
Q3 | $94K | Buy |
1,203
+280
| +30% | +$21.9K | 0.05% | 192 |
|
|
2021
Q2 | $68K | Buy |
923
+800
| +650% | +$58.9K | 0.05% | 155 |
|
|
2021
Q1 | $9K | Hold |
123
| – | – | 0.01% | 268 |
|
|
2020
Q4 | $9K | Buy |
+123
| New | +$9K | 0.01% | 253 |
|
|
2020
Q3 | – | Sell |
-78
| Closed | -$19K | – | 385 |
|
|
2020
Q2 | $19K | Hold |
78
| – | – | 0.02% | 182 |
|
|
2020
Q1 | $19K | Hold |
78
| – | – | 0.03% | 108 |
|
|
2019
Q4 | $19K | Hold |
78
| – | – | 0.02% | 125 |
|
|
2019
Q3 | $18K | Buy |
+78
| New | +$18K | 0.02% | 130 |
|