WFG Advisors’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $947K | Buy |
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|
2017
Q1 | $796K | Sell |
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|
2016
Q4 | $801K | Buy |
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|
2016
Q3 | $644K | Sell |
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|
2016
Q2 | $795K | Buy |
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|
2016
Q1 | $704K | Buy |
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|
2015
Q4 | $576K | Buy |
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|
2015
Q3 | $538K | Sell |
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|
2015
Q2 | $570K | Sell |
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|
2015
Q1 | $692K | Sell |
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|
2014
Q4 | $1.28M | Sell |
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|
2014
Q3 | $1.24M | Buy |
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|
2014
Q2 | $1.28M | Buy |
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|
2014
Q1 | $1.13M | Buy |
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|
2013
Q4 | $1.01M | Buy |
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|
2013
Q3 | $851K | Sell |
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|
2013
Q2 | $870K | Buy |
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