WealthTrust Fairport’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $140K | Sell |
2,900
-64
| -2% | -$3.09K | 0.01% | 176 |
|
|
2018
Q4 | $129K | Sell |
2,964
-2,396
| -45% | -$104K | 0.01% | 172 |
|
|
2018
Q3 | $225K | Hold |
5,360
| – | – | 0.02% | 160 |
|
|
2018
Q2 | $224K | Buy |
5,360
+200
| +4% | +$8.36K | 0.02% | 161 |
|
|
2018
Q1 | $211K | Hold |
5,160
| – | – | 0.02% | 151 |
|
|
2017
Q4 | $201K | Buy |
+5,160
| New | +$201K | 0.02% | 160 |
|
|
2015
Q1 | – | Sell |
-2,400
| Closed | -$64K | – | 293 |
|
|
2014
Q4 | $64K | Hold |
2,400
| – | – | 0.01% | 166 |
|
|
2014
Q3 | $56K | Hold |
2,400
| – | – | 0.01% | 152 |
|
|
2014
Q2 | $61K | Hold |
2,400
| – | – | 0.01% | 154 |
|
|
2014
Q1 | $57K | Hold |
2,400
| – | – | 0.01% | 148 |
|
|
2013
Q4 | $51K | Sell |
2,400
-28
| -1% | -$595 | 0.01% | 140 |
|
|
2013
Q3 | $49K | Buy |
2,428
+28
| +1% | +$565 | 0.01% | 163 |
|
|
2013
Q2 | $49K | Buy |
+2,400
| New | +$49K | 0.01% | 166 |
|