Williams Jones Wealth Management’s New Fortress Energy NFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-9,330
| Closed | -$353K | – | 511 |
|
2021
Q2 | $353K | Hold |
9,330
| – | – | ﹤0.01% | 379 |
|
2021
Q1 | $428K | Sell |
9,330
-2,500
| -21% | -$115K | 0.01% | 331 |
|
2020
Q4 | $634K | Sell |
11,830
-7,540
| -39% | -$404K | 0.01% | 266 |
|
2020
Q3 | $852K | Buy |
+19,370
| New | +$852K | 0.02% | 215 |
|
2020
Q1 | – | Sell |
-26,125
| Closed | -$409K | – | 419 |
|
2019
Q4 | $409K | Buy |
+26,125
| New | +$409K | 0.01% | 310 |
|