Welch Investments’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $5.01M | Sell |
128,188
-1,460
| -1% | -$57K | 3.18% | 15 |
|
|
2017
Q3 | $4.75M | Buy |
129,648
+104
| +0.1% | +$3.81K | 3.27% | 11 |
|
|
2017
Q2 | $4.54M | Buy |
129,544
+4,368
| +3% | +$153K | 3.37% | 9 |
|
|
2017
Q1 | $4.02M | Buy |
125,176
+5,576
| +5% | +$179K | 3.19% | 20 |
|
|
2016
Q4 | $3.57M | Buy |
+119,600
| New | +$3.57M | 3.12% | 22 |
|