Mackenzie Financial
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Mackenzie Financial’s Clearwater Analytics CWAN Stock Holding History

Mackenzie Financial’s Portfolio CWAN Stock Details CWAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$257K Buy
11,723
+1,295
+12% +$28.4K ﹤0.01% 1461
2025
Q1 		$279K Sell
10,428
-568
-5% -$15.2K ﹤0.01% 1401
2024
Q4 		$303K Buy
10,996
+1,960
+22% +$53.9K ﹤0.01% 1381
2024
Q3 		$228K Buy
+9,036
New +$228K ﹤0.01% 1317