Mackenzie Financial’s NEXTERA ENERGY INC UNITS EXPIRING 09/01/2015 (FL) NEE.PRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-5,355
| Closed | -$330K | – | 864 |
|
|
2015
Q2 | $330K | Hold |
5,355
| – | – | ﹤0.01% | 731 |
|
|
2015
Q1 | $350K | Sell |
5,355
-2,400
| -31% | -$157K | ﹤0.01% | 707 |
|
|
2014
Q4 | $519K | Hold |
7,755
| – | – | ﹤0.01% | 618 |
|
|
2014
Q3 | $465K | Hold |
7,755
| – | – | ﹤0.01% | 611 |
|
|
2014
Q2 | $504K | Hold |
7,755
| – | – | ﹤0.01% | 579 |
|
|
2014
Q1 | $476K | Hold |
7,755
| – | – | ﹤0.01% | 587 |
|
|
2013
Q4 | $439K | Hold |
7,755
| – | – | ﹤0.01% | 581 |
|
|
2013
Q3 | $424K | Buy |
7,755
+2,500
| +48% | +$137K | ﹤0.01% | 568 |
|
|
2013
Q2 | $292K | Buy |
+5,255
| New | +$292K | ﹤0.01% | 609 |
|