WWM
Willingdon Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-13
| Closed | -$3K | – | 350 |
|
|
2019
Q4 | $3K | Hold |
13
| – | – | ﹤0.01% | 306 |
|
|
2019
Q3 | $3K | Buy |
+13
| New | +$3K | ﹤0.01% | 318 |
|
|
2019
Q2 | – | Sell |
-4
| Closed | -$1K | – | 351 |
|
|
2019
Q1 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 343 |
|
|
2018
Q4 | – | Sell |
-55
| Closed | -$9K | – | 383 |
|
|
2018
Q3 | $9K | Buy |
+55
| New | +$9K | ﹤0.01% | 295 |
|
|
2017
Q4 | – | Sell |
-36
| Closed | -$5K | – | 362 |
|
|
2017
Q3 | $5K | Sell |
36
-19,108
| -100% | -$2.65M | ﹤0.01% | 257 |
|
|
2017
Q2 | $2.68M | Buy |
+19,144
| New | +$2.68M | 1.07% | 32 |
|
|
2017
Q1 | – | Sell |
-3,867
| Closed | -$462K | – | 123 |
|
|
2016
Q4 | $462K | Sell |
3,867
-1,133
| -23% | -$135K | 0.22% | 100 |
|
|
2016
Q3 | $611K | Buy |
5,000
+400
| +9% | +$48.9K | 0.31% | 98 |
|
|
2016
Q2 | $600K | Buy |
+4,600
| New | +$600K | 0.31% | 93 |
|