True Link Financial Advisors’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 | – | Sell |
-260
| Closed | -$24K | – | 224 |
|
|
2021
Q4 | $24K | Hold |
260
| – | – | ﹤0.01% | 553 |
|
|
2021
Q3 | $20K | Hold |
260
| – | – | ﹤0.01% | 565 |
|
|
2021
Q2 | $19K | Buy |
260
+124
| +91% | +$9.06K | ﹤0.01% | 513 |
|
|
2021
Q1 | $10K | Hold |
136
| – | – | ﹤0.01% | 610 |
|
|
2020
Q4 | $10K | Buy |
+136
| New | +$10K | ﹤0.01% | 637 |
|