Cambridge Investment Research Advisors’s NextEra Energy, Inc. 5.279% Corporate Units NEE.PRP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,777
| Closed | -$242K | – | 3300 |
|
|
2022
Q4 | $242K | Sell |
4,777
-140
| -3% | -$7.09K | ﹤0.01% | 2604 |
|
|
2022
Q3 | $245K | Hold |
4,917
| – | – | ﹤0.01% | 2541 |
|
|
2022
Q2 | $244K | Sell |
4,917
-65
| -1% | -$3.23K | ﹤0.01% | 2558 |
|
|
2022
Q1 | $260K | Buy |
4,982
+237
| +5% | +$12.4K | ﹤0.01% | 2664 |
|
|
2021
Q4 | $273K | Buy |
4,745
+205
| +5% | +$11.8K | ﹤0.01% | 2617 |
|
|
2021
Q3 | $231K | Hold |
4,540
| – | – | ﹤0.01% | 2688 |
|
|
2021
Q2 | $222K | Sell |
4,540
-200
| -4% | -$9.78K | ﹤0.01% | 2733 |
|
|
2021
Q1 | $235K | Buy |
4,740
+420
| +10% | +$20.8K | ﹤0.01% | 2478 |
|
|
2020
Q4 | $220K | Hold |
4,320
| – | – | ﹤0.01% | 2402 |
|
|
2020
Q3 | $202K | Buy |
+4,320
| New | +$202K | ﹤0.01% | 2234 |
|