Mackenzie Financial’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,620
| Closed | -$818K | – | 1685 |
|
|
2024
Q2 | $818K | Buy |
4,620
+721
| +18% | +$128K | ﹤0.01% | 903 |
|
|
2024
Q1 | $926K | Sell |
3,899
-240
| -6% | -$57K | ﹤0.01% | 888 |
|
|
2023
Q4 | $805K | Sell |
4,139
-310
| -7% | -$60.3K | ﹤0.01% | 903 |
|
|
2023
Q3 | $812K | Sell |
4,449
-388
| -8% | -$70.8K | ﹤0.01% | 895 |
|
|
2023
Q2 | $886K | Buy |
4,837
+892
| +23% | +$163K | ﹤0.01% | 887 |
|
|
2023
Q1 | $725K | Sell |
3,945
-6,039
| -60% | -$1.11M | ﹤0.01% | 921 |
|
|
2022
Q4 | $1.63M | Buy |
+9,984
| New | +$1.63M | ﹤0.01% | 717 |
|
|
2018
Q4 | – | Sell |
-3,929
| Closed | -$789K | – | 1247 |
|
|
2018
Q3 | $789K | Buy |
+3,929
| New | +$789K | ﹤0.01% | 804 |
|