Zions Trust National Association’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $551K | Hold |
20,712
| – | – | 0.79% | 18 |
|
|
2014
Q3 | $486K | Sell |
20,712
-800
| -4% | -$18.8K | 0.68% | 22 |
|
|
2014
Q2 | $551K | Buy |
21,512
+800
| +4% | +$20.5K | 0.77% | 19 |
|
|
2014
Q1 | $495K | Hold |
20,712
| – | – | 0.69% | 20 |
|
|
2013
Q4 | $443K | Hold |
20,712
| – | – | 0.61% | 22 |
|
|
2013
Q3 | $415K | Hold |
20,712
| – | – | 0.6% | 23 |
|
|
2013
Q2 | $421K | Buy |
+20,712
| New | +$421K | 0.59% | 21 |
|