WealthTrust Fairport’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $140K | Sell |
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|
2018
Q4 | $129K | Sell |
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|
2018
Q3 | $225K | Hold |
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|
2018
Q2 | $224K | Buy |
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|
2018
Q1 | $211K | Hold |
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|
2017
Q4 | $201K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $64K | Hold |
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|
2014
Q3 | $56K | Hold |
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|
2014
Q2 | $61K | Hold |
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|
2014
Q1 | $57K | Hold |
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|
2013
Q4 | $51K | Sell |
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|
2013
Q3 | $49K | Buy |
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|
2013
Q2 | $49K | Buy |
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