TIAM2
Tru Independence Asset Management 2’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $243K | Buy |
+3,147
| New | +$243K | 0.24% | 63 |
|
|
2022
Q3 | $224K | Buy |
2,850
+14
| +0.5% | +$1.1K | 0.24% | 59 |
|
|
2022
Q2 | $220K | Sell |
2,836
-670
| -19% | -$52K | 0.18% | 58 |
|
|
2022
Q1 | $297K | Sell |
3,506
-2,268
| -39% | -$192K | 0.17% | 69 |
|
|
2021
Q4 | $539K | Sell |
5,774
-5
| -0.1% | -$467 | 0.29% | 65 |
|
|
2021
Q3 | $454K | Buy |
5,779
+8
| +0.1% | +$628 | 0.32% | 59 |
|
|
2021
Q2 | $423K | Buy |
5,771
+431
| +8% | +$31.6K | 0.29% | 75 |
|
|
2021
Q1 | $404K | Sell |
5,340
-326
| -6% | -$24.7K | 0.32% | 72 |
|
|
2020
Q4 | $437K | Buy |
+5,666
| New | +$437K | 0.37% | 64 |
|