TWM
Torch Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $3.28M | Sell |
13,526
-210
| -2% | -$50.8K | 1.81% | 10 |
|
|
2019
Q3 | $3.2M | Sell |
13,736
-430
| -3% | -$100K | 1.9% | 10 |
|
|
2019
Q2 | $2.9M | Sell |
14,166
-75
| -0.5% | -$15.4K | 1.74% | 12 |
|
|
2019
Q1 | $2.75M | Sell |
14,241
-74
| -0.5% | -$14.3K | 1.7% | 13 |
|
|
2018
Q4 | $2.49M | Sell |
14,315
-350
| -2% | -$60.8K | 1.78% | 13 |
|
|
2018
Q3 | $2.46M | Sell |
14,665
-50
| -0.3% | -$8.38K | 1.47% | 18 |
|
|
2018
Q2 | $2.46M | Buy |
14,715
+250
| +2% | +$41.8K | 1.55% | 20 |
|
|
2018
Q1 | $2.36M | Sell |
14,465
-400
| -3% | -$65.3K | 1.53% | 19 |
|
|
2017
Q4 | $2.32M | Buy |
14,865
+365
| +3% | +$57K | 1.42% | 23 |
|
|
2017
Q3 | $2.13M | Sell |
14,500
-100
| -0.7% | -$14.7K | 1.39% | 25 |
|
|
2017
Q2 | $2.05M | Buy |
14,600
+100
| +0.7% | +$14K | 1.41% | 26 |
|
|
2017
Q1 | $1.86M | Buy |
14,500
+575
| +4% | +$73.8K | 1.24% | 28 |
|
|
2016
Q4 | $1.66M | Hold |
13,925
| – | – | 1.17% | 30 |
|
|
2016
Q3 | $1.7M | Sell |
13,925
-50
| -0.4% | -$6.12K | 1.24% | 27 |
|
|
2016
Q2 | $1.82M | Hold |
13,975
| – | – | 1.33% | 27 |
|
|
2016
Q1 | $1.65M | Buy |
13,975
+300
| +2% | +$35.5K | 1.24% | 28 |
|
|
2015
Q4 | $1.42M | Buy |
13,675
+350
| +3% | +$36.4K | 1.04% | 33 |
|
|
2015
Q3 | $1.3M | Buy |
13,325
+200
| +2% | +$19.5K | 1% | 37 |
|
|
2015
Q2 | $1.29M | Buy |
13,125
+1,225
| +10% | +$120K | 0.89% | 44 |
|
|
2015
Q1 | $1.24M | Buy |
11,900
+250
| +2% | +$26K | 0.96% | 42 |
|
|
2014
Q4 | $1.24M | Buy |
11,650
+850
| +8% | +$90.3K | 0.95% | 42 |
|
|
2014
Q3 | $1.01M | Buy |
10,800
+225
| +2% | +$21.1K | 0.74% | 51 |
|
|
2014
Q2 | $1.08M | Buy |
10,575
+200
| +2% | +$20.5K | 0.74% | 48 |
|
|
2014
Q1 | $992K | Buy |
10,375
+500
| +5% | +$47.8K | 0.72% | 46 |
|
|
2013
Q4 | $846K | Buy |
+9,875
| New | +$846K | 0.65% | 48 |
|