PBMARES WEALTH MANAGEMENT LLC – NextEra Energy, Inc. Transaction History
PBMARES WEALTH MANAGEMENT LLC portfolio value:
$305,000
portfolio value
PBMARES 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 | +2.23% | 85 shares | 10K | $78.41 | 3.89K |
| Q2 2022 | share | 0.00% | 0 shares | -28K | $77.46 | 3.80K | |
| Q1 2022 | share | 0.00% | 0 shares | -33K | $84.71 | 3.80K | |
| Q4 2021 | share | Decrease | -0.86% | -33 shares | 54K | $92.77 | 3.80K |
| Q3 2021 | share | 0.00% | 0 shares | 20K | $78.17 | 3.84K | |
| Q2 2021 | share | 0.00% | 0 shares | -8K | $72.62 | 3.84K | |
| Q1 2021 | share | Increase | +26.88% | 814 shares | 56K | $74.54 | 3.84K |
| Q4 2020 | share | 0.00% | 0 shares | 24K | $75.66 | 3.02K | |
| Q3 2020 | share | Decrease | -24.00% | -956 shares | -29K | $67.74 | 3.02K |
| Q2 2020 | share | 0.00% | 0 shares | -1K | $58.32 | 3.98K | |
| Q1 2020 | share | Decrease | -15.59% | -736 shares | -46K | $58.11 | 3.98K |
| Q4 2019 | share | Increase | 0.00% | 4.72K shares | 286K | $58.17 | 4.72K |