Mackenzie Financial’s Orion OEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,961
| Closed | -$213K | – | 1764 |
|
|
2024
Q3 | $213K | Buy |
11,961
+12
| +0.1% | +$214 | ﹤0.01% | 1356 |
|
|
2024
Q2 | $262K | Buy |
11,949
+850
| +8% | +$18.6K | ﹤0.01% | 1222 |
|
|
2024
Q1 | $261K | Buy |
+11,099
| New | +$261K | ﹤0.01% | 1234 |
|
|
2023
Q4 | – | Sell |
-10,401
| Closed | -$214K | – | 1557 |
|
|
2023
Q3 | $214K | Buy |
+10,401
| New | +$214K | ﹤0.01% | 1255 |
|