SVA Wealth Management’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.54M | Buy |
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|
2020
Q3 | $890K | Buy |
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|
2020
Q2 | $655K | Buy |
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|
2020
Q1 | $621K | Buy |
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|
2019
Q4 | $557K | Sell |
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|
2019
Q3 | $567K | Buy |
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|
2019
Q2 | $404K | Hold |
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|
2019
Q1 | $381K | Buy |
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|
2018
Q4 | $321K | Hold |
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|
2018
Q3 | $310K | Sell |
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|
2018
Q2 | $315K | Sell |
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|
2018
Q1 | $284K | Buy |
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|
2017
Q4 | $301K | Sell |
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|
2017
Q3 | $284K | Buy |
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|
2017
Q2 | $259K | Hold |
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|
2017
Q1 | $237K | Sell |
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|
2016
Q4 | $268K | Buy |
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|
2016
Q3 | $263K | Sell |
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|
2016
Q2 | $314K | Sell |
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|
2016
Q1 | $302K | Hold |
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|
2015
Q4 | $265K | Sell |
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|
2015
Q3 | $259K | Sell |
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|
2015
Q2 | $279K | Buy |
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|
2015
Q1 | $273K | Buy |
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|
2014
Q4 | $204K | Buy |
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