TWA
Tandem Wealth Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,578
| Closed | -$387K | – | 54 |
|
|
2024
Q3 | $387K | Buy |
4,578
+374
| +9% | +$31.6K | 0.2% | 37 |
|
|
2024
Q2 | $298K | Hold |
4,204
| – | – | 0.16% | 43 |
|
|
2024
Q1 | $269K | Hold |
4,204
| – | – | 0.15% | 44 |
|
|
2023
Q4 | $255K | Hold |
4,204
| – | – | 0.15% | 45 |
|
|
2023
Q3 | $241K | Hold |
4,204
| – | – | 0.15% | 42 |
|
|
2023
Q2 | $312K | Buy |
4,204
+422
| +11% | +$31.3K | 0.19% | 32 |
|
|
2023
Q1 | $292K | Hold |
3,782
| – | – | 0.18% | 33 |
|
|
2022
Q4 | $316K | Buy |
+3,782
| New | +$316K | 0.2% | 33 |
|