Mackenzie Financial’s Financial Institutions FISI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-16,114
| Closed | -$440K | – | 1719 |
|
|
2024
Q4 | $440K | Buy |
+16,114
| New | +$440K | ﹤0.01% | 1230 |
|
|
2018
Q2 | – | Sell |
-36,317
| Closed | -$1.08M | – | 1024 |
|
|
2018
Q1 | $1.08M | Buy |
36,317
+6,172
| +20% | +$183K | ﹤0.01% | 634 |
|
|
2017
Q4 | $938K | Buy |
30,145
+8,983
| +42% | +$280K | ﹤0.01% | 612 |
|
|
2017
Q3 | $609K | Buy |
21,162
+3,041
| +17% | +$87.5K | ﹤0.01% | 495 |
|
|
2017
Q2 | $540K | Buy |
18,121
+10,121
| +127% | +$302K | ﹤0.01% | 507 |
|
|
2017
Q1 | $264K | Buy |
+8,000
| New | +$264K | ﹤0.01% | 577 |
|