TrueWealth LLC’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $60K | Hold |
1,000
| – | – | 0.03% | 256 |
|
|
2020
Q1 | $60K | Sell |
1,000
-128
| -11% | -$7.68K | 0.03% | 231 |
|
|
2019
Q4 | $68K | Hold |
1,128
| – | – | 0.03% | 237 |
|
|
2019
Q3 | $66K | Hold |
1,128
| – | – | 0.03% | 234 |
|
|
2019
Q2 | $58K | Buy |
1,128
+128
| +13% | +$6.58K | 0.03% | 253 |
|
|
2019
Q1 | $48K | Hold |
1,000
| – | – | 0.02% | 265 |
|
|
2018
Q4 | $43K | Sell |
1,000
-20
| -2% | -$860 | 0.02% | 268 |
|
|
2018
Q3 | $43K | Buy |
1,020
+400
| +65% | +$16.9K | 0.02% | 288 |
|
|
2018
Q2 | $26K | Hold |
620
| – | – | 0.01% | 348 |
|
|
2018
Q1 | $25K | Sell |
620
-156
| -20% | -$6.29K | 0.01% | 332 |
|
|
2017
Q4 | $30K | Buy |
+776
| New | +$30K | 0.01% | 355 |
|