Winthrop Partners - WNY’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
Q3 | $212K | Buy |
3,636
+524
| +17% | +$30.5K | 0.14% | 109 |
|
|
2019
Q2 | $159K | Sell |
3,112
-40
| -1% | -$2.05K | 0.12% | 108 |
|
|
2019
Q1 | $150K | Sell |
3,152
-16
| -0.5% | -$762 | 0.12% | 107 |
|
|
2018
Q4 | $138K | Buy |
3,168
+68
| +2% | +$2.96K | 0.13% | 108 |
|
|
2018
Q3 | $130K | Buy |
3,100
+812
| +35% | +$34K | 0.11% | 125 |
|
|
2018
Q2 | $95.5K | Sell |
2,288
-6,584
| -74% | -$275K | 0.08% | 143 |
|
|
2018
Q1 | $53.2K | Buy |
+8,872
| New | +$53.2K | 0.04% | 208 |
|