WESPAC Advisors SoCal’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 | – | Sell |
-560
| Closed | -$24K | – | 361 |
|
|
2018
Q4 | $24K | Buy |
+560
| New | +$24K | 0.02% | 163 |
|
|
2016
Q4 | – | Sell |
-740
| Closed | -$22.6K | – | 276 |
|
|
2016
Q3 | $22.6K | Hold |
740
| – | – | 0.02% | 143 |
|
|
2016
Q2 | $24.1K | Hold |
740
| – | – | 0.02% | 148 |
|
|
2016
Q1 | $21.9K | Buy |
+740
| New | +$21.9K | 0.02% | 148 |
|