Squar Milner Financial Services’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,572
| Closed | -$214K | – | 125 |
|
|
2020
Q2 | $214K | Buy |
3,572
+332
| +10% | +$19.9K | 0.12% | 194 |
|
|
2020
Q1 | $194K | Sell |
3,240
-56
| -2% | -$3.35K | 0.12% | 170 |
|
|
2019
Q4 | $199K | Sell |
3,296
-264
| -7% | -$15.9K | 0.1% | 200 |
|
|
2019
Q3 | $247K | Buy |
3,560
+404
| +13% | +$28K | 0.13% | 183 |
|
|
2019
Q2 | $162K | Buy |
3,156
+2,672
| +552% | +$137K | 0.11% | 192 |
|
|
2019
Q1 | $23K | Buy |
484
+164
| +51% | +$7.79K | 0.02% | 411 |
|
|
2018
Q4 | $14K | Buy |
320
+272
| +567% | +$11.9K | 0.01% | 436 |
|
|
2018
Q3 | $2K | Sell |
48
-180
| -79% | -$7.5K | ﹤0.01% | 723 |
|
|
2018
Q2 | $10K | Buy |
+228
| New | +$10K | 0.01% | 586 |
|