Bank of Montreal’s NextEra Energy, Inc. 4.872% Corporate Units NEE.PRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-563
| Closed | -$32 | – | 3965 |
|
|
2022
Q2 | $32 | Hold |
563
| – | – | ﹤0.01% | 3233 |
|
|
2022
Q1 | $35K | Buy |
+563
| New | +$35K | ﹤0.01% | 3330 |
|
|
2021
Q4 | – | Sell |
-990
| Closed | -$58K | – | 3811 |
|
|
2021
Q3 | $58K | Sell |
990
-1,737
| -64% | -$102K | ﹤0.01% | 3332 |
|
|
2021
Q2 | $155K | Buy |
+2,727
| New | +$155K | ﹤0.01% | 3125 |
|
|
2021
Q1 | – | Hold |
0
| – | -$44K | – | 3333 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3552 |
|
|
2020
Q3 | – | Hold |
0
| – | -$17K | – | 4496 |
|
|
2020
Q2 | – | Hold |
0
| – | -$16K | – | 3569 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3036 |
|