Wealthcare Capital Management’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-610
| Closed | -$46K | – | 454 |
|
|
2021
Q1 | $46K | Buy |
+610
| New | +$46K | ﹤0.01% | 144 |
|
|
2020
Q2 | – | Sell |
-84
| Closed | -$5K | – | 173 |
|
|
2020
Q1 | $5K | Sell |
84
-48
| -36% | -$2.86K | ﹤0.01% | 172 |
|
|
2019
Q4 | $8K | Buy |
+132
| New | +$8K | ﹤0.01% | 206 |
|
|
2018
Q1 | – | Sell |
-68
| Closed | -$3K | – | 225 |
|
|
2017
Q4 | $3K | Buy |
+68
| New | +$3K | ﹤0.01% | 183 |
|
|
2015
Q4 | – | Sell |
-2,400
| Closed | -$59K | – | 242 |
|
|
2015
Q3 | $59K | Hold |
2,400
| – | – | 0.01% | 84 |
|
|
2015
Q2 | $59K | Hold |
2,400
| – | – | 0.01% | 92 |
|
|
2015
Q1 | $62K | Hold |
2,400
| – | – | 0.01% | 205 |
|
|
2014
Q4 | $64K | Hold |
2,400
| – | – | 0.01% | 74 |
|
|
2014
Q3 | $56K | Hold |
2,400
| – | – | 0.01% | 78 |
|
|
2014
Q2 | $61K | Hold |
2,400
| – | – | 0.01% | 73 |
|
|
2014
Q1 | $57K | Hold |
2,400
| – | – | 0.01% | 75 |
|
|
2013
Q4 | $51K | Hold |
2,400
| – | – | 0.01% | 48 |
|
|
2013
Q3 | $48K | Hold |
2,400
| – | – | 0.01% | 44 |
|
|
2013
Q2 | $49K | Buy |
+2,400
| New | +$49K | 0.01% | 43 |
|