TrueWealth LLC’s NextEra Energy NEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$60K Hold
2020
Q1
$60K Sell
2019
Q4
$68K Hold
2019
Q3
$66K Hold
2019
Q2
$58K Buy
2019
Q1
$48K Hold
2018
Q4
$43K Sell
2018
Q3
$43K Buy
2018
Q2
$26K Hold
2018
Q1
$25K Sell
2017
Q4
$30K Buy