Mackenzie Financial’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $283K | Hold |
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|
2025
Q2 | $225K | Buy |
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|
2025
Q1 | $248K | Sell |
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|
2024
Q4 | $359K | Hold |
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|
2024
Q3 | $260K | Buy |
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|
2024
Q2 | $217K | Hold |
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|
2024
Q1 | $252K | Hold |
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|
2023
Q4 | $302K | Buy |
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|
2023
Q3 | $279K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.45M | Buy |
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|
2022
Q4 | $350K | Sell |
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|
2022
Q3 | $337K | Buy |
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|
2022
Q2 | $283K | Buy |
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|
2022
Q1 | $390K | Sell |
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|
2021
Q4 | $437K | Buy |
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|
2021
Q3 | $346K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $218K | Buy |
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