VSR Financial Services’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $401K | Buy |
12,296
+3,540
| +40% | +$115K | 0.07% | 314 |
|
|
2016
Q1 | $259K | Sell |
8,756
-8
| -0.1% | -$237 | 0.03% | 460 |
|
|
2015
Q4 | $228K | Buy |
+8,764
| New | +$228K | 0.02% | 493 |
|
|
2014
Q3 | – | Sell |
-10,484
| Closed | -$269K | – | 607 |
|
|
2014
Q2 | $269K | Buy |
10,484
+4
| +0% | +$103 | 0.03% | 459 |
|
|
2014
Q1 | $250K | Buy |
10,480
+668
| +7% | +$15.9K | 0.04% | 481 |
|
|
2013
Q4 | $210K | Buy |
+9,812
| New | +$210K | 0.03% | 506 |
|