Mackenzie Financial’s Community Bank CBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,310
| Closed | -$204K | – | 1691 |
|
|
2024
Q4 | $204K | Buy |
+3,310
| New | +$204K | ﹤0.01% | 1559 |
|
|
2023
Q1 | – | Sell |
-3,310
| Closed | -$208K | – | 1526 |
|
|
2022
Q4 | $208K | Sell |
3,310
-175
| -5% | -$11K | ﹤0.01% | 1236 |
|
|
2022
Q3 | $209K | Sell |
3,485
-245
| -7% | -$14.7K | ﹤0.01% | 1230 |
|
|
2022
Q2 | $236K | Buy |
3,730
+702
| +23% | +$44.4K | ﹤0.01% | 1208 |
|
|
2022
Q1 | $212K | Buy |
3,028
+128
| +4% | +$8.96K | ﹤0.01% | 1268 |
|
|
2021
Q4 | $216K | Sell |
2,900
-233
| -7% | -$17.4K | ﹤0.01% | 1306 |
|
|
2021
Q3 | $214K | Buy |
+3,133
| New | +$214K | ﹤0.01% | 1291 |
|