Mackenzie Financial’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.6M | Buy |
675,329
+312,045
| +86% | +$6.3M | 0.02% | 433 |
|
|
2025
Q1 | $5M | Buy |
+363,284
| New | +$5M | 0.01% | 582 |
|
|
2024
Q2 | – | Sell |
-17,788
| Closed | -$456K | – | 1641 |
|
|
2024
Q1 | $456K | Sell |
17,788
-3,573
| -17% | -$91.7K | ﹤0.01% | 1038 |
|
|
2023
Q4 | $557K | Buy |
21,361
+1,062
| +5% | +$27.7K | ﹤0.01% | 971 |
|
|
2023
Q3 | $434K | Buy |
+20,299
| New | +$434K | ﹤0.01% | 1031 |
|