Mackenzie Financial’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Hold |
3,672
| – | – | ﹤0.01% | 1446 |
|
|
2025
Q1 | $287K | Buy |
3,672
+193
| +6% | +$15.1K | ﹤0.01% | 1389 |
|
|
2024
Q4 | $236K | Hold |
3,479
| – | – | ﹤0.01% | 1489 |
|
|
2024
Q3 | $234K | Buy |
+3,479
| New | +$234K | ﹤0.01% | 1302 |
|
|
2023
Q3 | – | Sell |
-3,154
| Closed | -$200K | – | 1585 |
|
|
2023
Q2 | $200K | Hold |
3,154
| – | – | ﹤0.01% | 1336 |
|
|
2023
Q1 | $221K | Hold |
3,154
| – | – | ﹤0.01% | 1310 |
|
|
2022
Q4 | $217K | Sell |
3,154
-166
| -5% | -$11.4K | ﹤0.01% | 1213 |
|
|
2022
Q3 | $207K | Sell |
3,320
-204
| -6% | -$12.7K | ﹤0.01% | 1235 |
|
|
2022
Q2 | $262K | Buy |
3,524
+654
| +23% | +$48.6K | ﹤0.01% | 1153 |
|
|
2022
Q1 | $206K | Buy |
+2,870
| New | +$206K | ﹤0.01% | 1291 |
|
|
2021
Q1 | – | Sell |
-7,319
| Closed | -$469K | – | 1191 |
|
|
2020
Q4 | $469K | Buy |
+7,319
| New | +$469K | ﹤0.01% | 848 |
|