Mackenzie Financial’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Buy |
3,282
+17
| +0.5% | +$1.16K | ﹤0.01% | 1512 |
|
|
2025
Q1 | $248K | Sell |
3,265
-17
| -0.5% | -$1.29K | ﹤0.01% | 1448 |
|
|
2024
Q4 | $359K | Hold |
3,282
| – | – | ﹤0.01% | 1308 |
|
|
2024
Q3 | $260K | Buy |
3,282
+312
| +11% | +$24.7K | ﹤0.01% | 1256 |
|
|
2024
Q2 | $217K | Hold |
2,970
| – | – | ﹤0.01% | 1315 |
|
|
2024
Q1 | $252K | Hold |
2,970
| – | – | ﹤0.01% | 1253 |
|
|
2023
Q4 | $302K | Buy |
2,970
+108
| +4% | +$11K | ﹤0.01% | 1149 |
|
|
2023
Q3 | $279K | Buy |
+2,862
| New | +$279K | ﹤0.01% | 1162 |
|
|
2023
Q2 | – | Sell |
-14,183
| Closed | -$1.45M | – | 1651 |
|
|
2023
Q1 | $1.45M | Buy |
14,183
+10,010
| +240% | +$1.03M | ﹤0.01% | 787 |
|
|
2022
Q4 | $350K | Sell |
4,173
-157
| -4% | -$13.2K | ﹤0.01% | 1041 |
|
|
2022
Q3 | $337K | Buy |
4,330
+47
| +1% | +$3.66K | ﹤0.01% | 1048 |
|
|
2022
Q2 | $283K | Buy |
4,283
+974
| +29% | +$64.4K | ﹤0.01% | 1119 |
|
|
2022
Q1 | $390K | Sell |
3,309
-39
| -1% | -$4.6K | ﹤0.01% | 1042 |
|
|
2021
Q4 | $437K | Buy |
3,348
+891
| +36% | +$116K | ﹤0.01% | 1022 |
|
|
2021
Q3 | $346K | Buy |
+2,457
| New | +$346K | ﹤0.01% | 1085 |
|
|
2019
Q3 | – | Sell |
-3,750
| Closed | -$218K | – | 1107 |
|
|
2019
Q2 | $218K | Buy |
+3,750
| New | +$218K | ﹤0.01% | 1021 |
|