WealthTrust-Arizona’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $19K | Sell |
448
-4
| -0.9% | -$175 | 0.01% | 279 |
|
|
2018
Q3 | $19K | Hold |
452
| – | – | 0.01% | 293 |
|
|
2018
Q2 | $19K | Sell |
452
-84
| -16% | -$3.39K | 0.01% | 269 |
|
|
2018
Q1 | $22K | Sell |
536
-12
| -2% | -$463 | 0.01% | 265 |
|
|
2017
Q4 | $21K | Hold |
548
| – | – | 0.01% | 277 |
|
|
2017
Q3 | $20K | Sell |
548
-4
| -0.7% | -$147 | 0.01% | 282 |
|
|
2017
Q2 | $19K | Hold |
552
| – | – | 0.01% | 276 |
|
|
2017
Q1 | $18K | Hold |
552
| – | – | 0.01% | 271 |
|
|
2016
Q4 | $16K | Hold |
552
| – | – | 0.01% | 299 |
|
|
2016
Q3 | $17K | Hold |
552
| – | – | 0.01% | 278 |
|
|
2016
Q2 | $18K | Sell |
552
-4
| -0.7% | -$120 | 0.01% | 250 |
|
|
2016
Q1 | $16K | Sell |
556
-12
| -2% | -$337 | 0.01% | 277 |
|
|
2015
Q4 | $15K | Sell |
568
-4
| -0.7% | -$101 | 0.01% | 320 |
|
|
2015
Q3 | $14K | Sell |
572
-8
| -1% | -$203 | 0.01% | 329 |
|
|
2015
Q2 | $14K | Sell |
580
-4
| -0.7% | -$102 | 0.01% | 348 |
|
|
2015
Q1 | $15K | Sell |
584
-4
| -0.7% | -$106 | 0.01% | 337 |
|
|
2014
Q4 | $16K | Sell |
588
-4
| -0.7% | -$101 | 0.01% | 328 |
|
|
2014
Q3 | $14K | Hold |
592
| – | – | 0.02% | 358 |
|
|
2014
Q2 | $15K | Sell |
592
-80
| -12% | -$1.95K | 0.02% | 345 |
|
|
2014
Q1 | $16K | Hold |
672
| – | – | 0.02% | 338 |
|
|
2013
Q4 | $14K | Sell |
672
-16
| -2% | -$337 | 0.02% | 341 |
|
|
2013
Q3 | $14K | Hold |
688
| – | – | 0.02% | 302 |
|
|
2013
Q2 | $14K | Buy |
+688
| New | +$13.7K | 0.02% | 279 |
|
Other funds holding NEE
