Mackenzie Financial’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Hold |
3,372
| – | – | ﹤0.01% | 999 |
|
|
2025
Q1 | $1.01M | Buy |
3,372
+656
| +24% | +$197K | ﹤0.01% | 975 |
|
|
2024
Q4 | $915K | Buy |
+2,716
| New | +$915K | ﹤0.01% | 961 |
|
|
2023
Q2 | – | Sell |
-2,253
| Closed | -$457K | – | 1587 |
|
|
2023
Q1 | $457K | Sell |
2,253
-1,320
| -37% | -$268K | ﹤0.01% | 1051 |
|
|
2022
Q4 | $774K | Buy |
+3,573
| New | +$774K | ﹤0.01% | 813 |
|