Shikiar Asset Management’s NextEra Energy, Inc. 4.872% Corporate Units NEE.PRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,855
| Closed | -$221K | – | 115 |
|
|
2021
Q1 | $221K | Sell |
3,855
-2,130
| -36% | -$122K | 0.07% | 83 |
|
|
2020
Q4 | $354K | Sell |
5,985
-1,930
| -24% | -$114K | 0.13% | 61 |
|
|
2020
Q3 | $429K | Buy |
7,915
+270
| +4% | +$14.6K | 0.16% | 60 |
|
|
2020
Q2 | $371K | Buy |
7,645
+2,695
| +54% | +$131K | 0.17% | 62 |
|
|
2020
Q1 | $234K | Buy |
4,950
+150
| +3% | +$7.09K | 0.16% | 71 |
|
|
2019
Q4 | $246K | Buy |
+4,800
| New | +$246K | 0.08% | 83 |
|