Swaine & Leidel Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $457 | Buy |
+457
| New | +$457 | 0.35% | 45 |
|
|
2021
Q1 | $457K | Buy |
6,038
+1,222
| +25% | +$92.5K | 0.29% | 52 |
|
|
2020
Q4 | $372K | Buy |
4,816
+548
| +13% | +$42.3K | 0.27% | 53 |
|
|
2020
Q3 | $296K | Hold |
4,268
| – | – | 0.29% | 48 |
|
|
2020
Q2 | $256K | Sell |
4,268
-864
| -17% | -$51.8K | 0.26% | 46 |
|
|
2020
Q1 | $309K | Hold |
5,132
| – | – | 0.32% | 48 |
|
|
2019
Q4 | $311K | Buy |
+5,132
| New | +$311K | 0.26% | 48 |
|
|
2019
Q1 | – | Sell |
-74,804
| Closed | -$1.13M | – | 59 |
|
|
2018
Q4 | $1.13M | Buy |
+74,804
| New | +$1.13M | 1.8% | 32 |
|