Mackenzie Financial’s MediaAlpha MAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $116K | Hold |
10,567
| – | – | ﹤0.01% | 1605 |
|
|
2025
Q1 | $97.6K | Sell |
10,567
-49,692
| -82% | -$459K | ﹤0.01% | 1587 |
|
|
2024
Q4 | $680K | Buy |
60,259
+46,996
| +354% | +$531K | ﹤0.01% | 1049 |
|
|
2024
Q3 | $240K | Buy |
+13,263
| New | +$240K | ﹤0.01% | 1289 |
|
|
2024
Q2 | – | Sell |
-14,640
| Closed | -$298K | – | 1584 |
|
|
2024
Q1 | $298K | Sell |
14,640
-1,552
| -10% | -$31.6K | ﹤0.01% | 1174 |
|
|
2023
Q4 | $181K | Hold |
16,192
| – | – | ﹤0.01% | 1350 |
|
|
2023
Q3 | $129K | Hold |
16,192
| – | – | ﹤0.01% | 1326 |
|
|
2023
Q2 | $153K | Sell |
16,192
-3,482
| -18% | -$33K | ﹤0.01% | 1371 |
|
|
2023
Q1 | $295K | Buy |
19,674
+3,482
| +22% | +$52.2K | ﹤0.01% | 1191 |
|
|
2022
Q4 | $161K | Hold |
16,192
| – | – | ﹤0.01% | 1282 |
|
|
2022
Q3 | $142K | Hold |
16,192
| – | – | ﹤0.01% | 1282 |
|
|
2022
Q2 | $159K | Buy |
16,192
+337
| +2% | +$3.31K | ﹤0.01% | 1305 |
|
|
2022
Q1 | $262K | Sell |
15,855
-1,110,168
| -99% | -$18.3M | ﹤0.01% | 1179 |
|
|
2021
Q4 | $17.4M | Sell |
1,126,023
-75
| -0% | -$1.16K | 0.02% | 390 |
|
|
2021
Q3 | $21M | Buy |
1,126,098
+803,764
| +249% | +$15M | 0.03% | 334 |
|
|
2021
Q2 | $13.6M | Buy |
+322,334
| New | +$13.6M | 0.02% | 406 |
|