WealthSource Partners’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $393K | Sell |
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|
2023
Q3 | $486K | Sell |
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|
2023
Q2 | $639K | Sell |
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|
2023
Q1 | $674K | Sell |
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|
2022
Q4 | $770K | Sell |
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|
2022
Q3 | $751K | Sell |
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|
2022
Q2 | $775K | Buy |
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|
2022
Q1 | $764K | Sell |
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|
2021
Q4 | $899K | Sell |
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|
2021
Q3 | $966K | Buy |
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|
2021
Q2 | $708K | Buy |
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|
2021
Q1 | $496K | Buy |
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|
2020
Q4 | $379K | Buy |
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|
2020
Q3 | $329K | Buy |
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|
2020
Q2 | $269K | Sell |
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|
2020
Q1 | $304K | Buy |
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|
2019
Q4 | $272K | Buy |
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|
2019
Q3 | $225K | Sell |
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|
2019
Q2 | $211K | Buy |
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