Mackenzie Financial’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Buy |
3,174
+120
| +4% | +$8.97K | ﹤0.01% | 1485 |
|
|
2025
Q1 | $248K | Hold |
3,054
| – | – | ﹤0.01% | 1449 |
|
|
2024
Q4 | $272K | Buy |
3,054
+95
| +3% | +$8.46K | ﹤0.01% | 1426 |
|
|
2024
Q3 | $341K | Sell |
2,959
-120
| -4% | -$13.8K | ﹤0.01% | 1132 |
|
|
2024
Q2 | $293K | Hold |
3,079
| – | – | ﹤0.01% | 1175 |
|
|
2024
Q1 | $255K | Sell |
3,079
-37
| -1% | -$3.06K | ﹤0.01% | 1248 |
|
|
2023
Q4 | $274K | Hold |
3,116
| – | – | ﹤0.01% | 1189 |
|
|
2023
Q3 | $264K | Sell |
3,116
-58
| -2% | -$4.91K | ﹤0.01% | 1181 |
|
|
2023
Q2 | $295K | Hold |
3,174
| – | – | ﹤0.01% | 1175 |
|
|
2023
Q1 | $316K | Hold |
3,174
| – | – | ﹤0.01% | 1166 |
|
|
2022
Q4 | $315K | Sell |
3,174
-167
| -5% | -$16.5K | ﹤0.01% | 1078 |
|
|
2022
Q3 | $293K | Sell |
3,341
-173
| -5% | -$15.2K | ﹤0.01% | 1097 |
|
|
2022
Q2 | $321K | Buy |
3,514
+572
| +19% | +$52.3K | ﹤0.01% | 1065 |
|
|
2022
Q1 | $318K | Buy |
2,942
+125
| +4% | +$13.5K | ﹤0.01% | 1092 |
|
|
2021
Q4 | $329K | Sell |
2,817
-139
| -5% | -$16.2K | ﹤0.01% | 1106 |
|
|
2021
Q3 | $334K | Buy |
+2,956
| New | +$334K | ﹤0.01% | 1095 |
|
|
2020
Q2 | – | Sell |
-43,107
| Closed | -$3.1M | – | 1048 |
|
|
2020
Q1 | $3.1M | Sell |
43,107
-19,430
| -31% | -$1.4M | 0.01% | 412 |
|
|
2019
Q4 | $4.32M | Sell |
62,537
-24,607
| -28% | -$1.7M | 0.01% | 471 |
|
|
2019
Q3 | $6.09M | Sell |
87,144
-600
| -0.7% | -$41.9K | 0.02% | 402 |
|
|
2019
Q2 | $5.14M | Sell |
87,744
-635
| -0.7% | -$37.2K | 0.01% | 431 |
|
|
2019
Q1 | $5.1M | Sell |
88,379
-1,000
| -1% | -$57.7K | 0.01% | 513 |
|
|
2018
Q4 | $4.53M | Buy |
+89,379
| New | +$4.53M | 0.01% | 514 |
|
|
2016
Q4 | – | Sell |
-14,128
| Closed | -$361K | – | 663 |
|
|
2016
Q3 | $361K | Hold |
14,128
| – | – | ﹤0.01% | 542 |
|
|
2016
Q2 | $413K | Hold |
14,128
| – | – | ﹤0.01% | 785 |
|
|
2016
Q1 | $360K | Hold |
14,128
| – | – | ﹤0.01% | 704 |
|
|
2015
Q4 | $353K | Buy |
+14,128
| New | +$353K | ﹤0.01% | 726 |
|