Mackenzie Financial
APPF icon

Mackenzie Financial’s AppFolio APPF Stock Holding History

Mackenzie Financial’s Portfolio APPF Stock Details APPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,108
Closed -$271K – 1580
2024
Q2 		$271K Hold
1,108
– – ﹤0.01% 1205
2024
Q1 		$273K Sell
1,108
-278
-20% -$60K ﹤0.01% 1211
2023
Q4 		$240K Sell
1,386
-8,539
-86% -$1.6M ﹤0.01% 1251
2023
Q3 		$1.8M Buy
9,925
+2,220
+29% +$403K ﹤0.01% 735
2023
Q2 		$1.33M Hold
7,705
– – ﹤0.01% 801
2023
Q1 		$959K Buy
7,705
+2,232
+41% +$269K ﹤0.01% 872
2022
Q4 		$577K Buy
+5,473
New +$609K ﹤0.01% 887

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