LIBERTY WEALTH MANAGEMENT LLC – NextEra Energy, Inc. Transaction History
LIBERTY WEALTH MANAGEMENT LLC portfolio value:
$248,000
portfolio value
LIBERTY WEALTH MANAGEMENT LLC quarter portfolio value change:
+1.23%
quarter
NextEra Energy, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.34% | 132 shares | 13K | $78.41 | 3.17K |
| Q2 2022 | share | Decrease | -7.52% | -247 shares | -43K | $77.46 | 3.03K |
| Q1 2022 | share | Decrease | -2.90% | -98 shares | -37K | $84.71 | 3.28K |
| Q4 2021 | share | Decrease | -8.91% | -331 shares | 20K | $92.77 | 3.38K |
| Q3 2021 | share | Increase | +13.89% | 453 shares | 56K | $78.17 | 3.71K |
| Q2 2021 | share | Increase | +0.74% | 24 shares | -25K | $72.62 | 3.26K |
| Q1 2021 | share | 0.00% | 0 shares | 0 | $74.54 | 3.23K | |
| Q4 2020 | share | Decrease | -11.27% | -411 shares | 11K | $75.66 | 3.23K |
| Q3 2020 | share | Increase | +202.99% | 2.44K shares | 181K | $67.74 | 3.64K |
| Q2 2020 | share | Increase | +0.33% | 4 shares | 0 | $58.32 | 1.20K |
| Q1 2020 | share | Decrease | -5.96% | -76 shares | -5K | $58.11 | 1.2K |
| Q4 2019 | share | Increase | +10.76% | 124 shares | 10K | $58.17 | 1.27K |
| Q3 2019 | share | Decrease | -67.53% | -2.39K shares | -115K | $55.66 | 1.15K |
| Q2 2019 | share | Increase | +209.06% | 2.4K shares | 127K | $48.67 | 3.54K |
| Q1 2019 | share | Increase | +0.70% | 8 shares | 6K | $45.64 | 1.14K |
| Q4 2018 | share | Increase | 0.00% | 1.14K shares | 49K | $40.76 | 1.14K |